Formerly affiliated with LPL Financial, Mark Law, managing director and chief investment officer, along with his team of 14 advisors, bring with them more than $500 million in total client assets.

UICCU Wealth Management focuses on fee-based investment management services, as well as retirement, college savings, wealth transfer, and life and long-term care insurance planning, plus brokerage services.

Founded in 1979, Commonwealth Financial Network is a privately-held independent broker/dealer–RIA, with headquarters in Waltham, MA, and San Diego, CA.