Commons Capital

Commons Capital is an independent, boutique private wealth management and fiduciary advisory firm headquartered in Needham, Massachusetts, with an additional office in New York City. It provides comprehensive wealth services including investment management, financial and retirement planning, trust and estate planning, and aggregated reporting for individuals, families, institutions and family offices. The firm also offers specialized solutions such as private banking, securities-based lending and cash management tailored to complex financial needs. Founded in 2009, Commons Capital operates as a Registered Investment Adviser and emphasizes personalized, fiduciary-aligned strategies to help clients build and preserve wealth. Its services are structured to support long-term financial goals with transparent planning and tailored guidance.