On the team’s unique processes for managing retirement income, Driver shared, “We focus on what our clients need for retirement versus where they are currently. By producing an annual income plan, we can look at the gap and work to close it.” The team takes a strategic, alternative, and tactical approach to portfolio management. Maehl added, “We concentrate on major life transitions, such as divorce, job change, and retirement. That’s where we can really add value for our clients.”

Commonwealth’s culture of continuous improvement was a key factor that influenced Jim Harvey’s decision. “I approach my business as clients first, my team second, and myself third,” Harvey said. “Commonwealth has the service and scale to support our kind of client, and we’ll apply their expansive tools and resources to keep our practice running efficiently and to ensure we’re as connected to our clients as ever.”

When performing due diligence for a new firm partner, Harvey and team were presented with an array of options and offers. Harvey stated, “We chose Commonwealth for the value they add—they will help us grow our business in ways I don’t believe we could do anywhere else.”

Commonwealth’s next-gen advisor programs—aimed at cultivating the development of associate advisors through training, coaching, and networking opportunities—will support Opus 111 Group. The team looks to attract and retain younger advisors to join the practice and enhance their ability to service the needs of every generation.

“We are thrilled Opus 111 Group chose to bring their vast experience to our community of independent financial advisors,” said Andrew Daniels, Commonwealth’s managing principal of business development. “Our relentless focus on the advisor experience—along with our robust technology platform and exceptional support—ensures that Opus 111 Group will be able to continually focus on the client experience and serve their unique needs.”