Common Interests is an independent, boutique Family Wealth Management Practice with a healthy attitude of humility and service. We stand by our Mission Statement: “To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity.” We have no minimum requirements and are absolutely focused on solving our clients’ financial problems…of all kinds. Special areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of Comprehensive Financial Planning for individuals and families.