Our Story
For over two decades, we have provided our clients with
customized solutions to meet their wealth management needs.
Boutique By Design
Moscaret Investment Advisory was founded in 1999 with the objective of providing clients with knowledgeable and independent advice. We focus on developing a long-term, one-on-one relationship with clients while providing customized solutions to their wealth management needs. Moscaret Investment Advisory is a boutique firm by design, knowing that by focusing on a smaller number of affluent clients, we would be more able to provide a distinct approach of true concierge services to all of his clients.
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors serve their clients. Commonwealth manages total account assets of $232.5 billion.
Independent, just like us
Commonwealth is independently owned and managed, which means the firm can act in the best interests of its financial advisors and their clients—not shareholders. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
This relationship offers the scale, stability, and resources that help us deliver the solutions you need. It's that infrastructure—and the always expanding wealth of resources it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.
We’re also honored to announce that, for the eighth year in a row, J.D. Power has ranked Commonwealth #1 in its 2021 U.S. Independent Financial Advisor Satisfaction Study.
CHOICE. We have access to robust, independent market research, financial planning expertise, and a wide universe of investment options—from individual stocks and bonds to mutual funds, exchange-traded funds, alternative investments, managed accounts, and retirement plans.
TECHNOLOGY. Commonwealth's technology platform is a critical component in our ability to keep you on track with your financial goals. Its integrated web-based systems allow us to more efficiently manage your portfolio and your overall financial life.
SERVICE. The firm's advisor-to-staff ratio is one of the best in the industry. This means staff members answer our calls promptly, execute transactions quickly and accurately, and, in general, offer us the same highly personalized treatment we strive to give you.
SECURITY. Commonwealth is second to none in its commitment to safeguarding your privacy and ensuring that your personal data remains secure. From encryption standards to disaster recovery plans and other measures the firm employs, we are confident that the information our clients entrust us with will remain secure.