V & V Financial is a multigenerational planning firm that aims to protect and sustain the wealth of hardworking people who want to preserve their legacy. The father-daughter team works with clients to outline their goals and then creates a tailored plan to achieve them. The firm focuses on retirement and estate planning, portfolio management, cashflow and tax strategies, as well as charitable giving. To learn more about V & V, visit www.vv.financial.

“We see a paradigm shift occurring in our industry, both among clients and advisors. Clients have greater expectations and advisors need more targeted and relevant technologies, like advanced planning software, adaptive cashflow illustrations, risk analysis, and concise, accurate research and reporting,” said Frank. “This move to Commonwealth allows us to further structure our business model to encompass the needs specific to our clients.”

Commonwealth’s reputation for exceptional advisor support and its robust marketing platform was a major factor in V & V’s process when choosing a firm partner.

“Brand Studio enabled us to find our own unique voice and branding, which we take great pride in,” said Leigh. “And the technology provides us with a mobile environment, so at home or on the road, we’re confident that all our systems are optimized for how we work.”

V & V is one of the flagship firms that made use of Commonwealth’s new Virtual Transition Support (VTS) option, which provides newly independent firms with operational assistance for transferring clients. Onboarding advisors can count on VTS to ensure a smooth and efficient transition by gathering necessary information from clients, opening client accounts, completing transfer paperwork, and facilitating client signatures.   

“We were pleased to support client onboarding for the V & V team through our new VTS offering,” said Nancy DiBattista, SVP, transition and field development operations. “Our team of specialists understands the complexities and time commitment of this process and, through our unique hands-on approach, facilitated the onboarding of more than 120 client households. We’re here to do the heavy lifting so advisors can focus on their clients and their businesses during this time of great change.”

Leigh commended Commonwealth for its staggering level of customized assistance. “Our dedicated transition team absolutely prepared us for this process—and guided us at a manageable pace.”

“We’re thrilled to welcome V & V Financial to our Commonwealth family of independent advisors and watch them grow,” said Andrew Daniels, managing principal, business development. “V & V and Commonwealth share the same drive—to deliver a top-notch experience. Commonwealth focuses on giving firms like V & V the right services and technology so they can, in turn, deliver valuable expertise to their clients.”