Money
confidently
Commas specializes in helping growing families navigate life’s most important goals and bringing confidence to people preparing to retire. We make getting financial advice as easy as we can, with honest advice, no account minimums or hidden fees, and the flexibility to work with clients any way they find comfortable, from high tech to high touch.
Are you the right fit?
- You (and maybe your partner) receive a growing amount of compensation in the form of stock
- You want to leverage your equity compensation to build wealth to support your goals
- You have little headspace to think about finances (but know it’s important)
- You want to optimize savings through the right types of investment accounts
- You believe that personal relationships can be the driver behind achieving financial goals
A fully integrated approach
Financial Planning
Financial Planning
We’ll integrate all the moving parts of your financial life into one, cohesive plan, crafted to align with your goals – from planning for retirement to saving for education.
Investment Management
Investment Management
Using the inputs implemented in your financial plan, we’ll create a diversified, low-cost investment portfolio built to help you achieve your goals.
About
Commas offers fee-only personalized financial guidance to help everyday people reach their life and future retirement goals. An offering of Truepoint Wealth Counsel—a firm with over 30 years of experience serving high-net-worth investors—Commas was created to bring the highest level of fiduciary service to the people they cared about most: their own friends and family members, who traditional firms often overlook or underserve.
Why Commas?
Let’s Do This.
Schedule time for an intro meeting.