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Welcome to McDavitt Wealth Management and Santucci Wealth Management! We are an independent financial firm that has been helping individual investors as well as small- to medium-sized businesses establish and maintain their long-term financial goals.

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CONTACTS AT CMFIN.COM

O'Keefe, McDavitt, Santucci & Associates

Thomas McDavitt

102 Shor●●●●●●●●uite 300

Wor●●●ter , MA, 01605

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1.50●●●●1888
1.50●●●●4888
To●@mcdavittwm.com

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O'Keefe, McDavitt, Santucci & Associates

Thomas McDavitt

102 Shor●●●●●●●●uite 300

Wor●●●ter , MA, 01605

US

1.50●●●●1888
1.50●●●●4888
To●@mcdavittwm.com

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Commonwealth Financial Network

Commonwealth Financial

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Wa●●am , MA, 02453

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Welcome | cmfin.com Reviews
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Welcome | cmfin.com Reviews

https://cmfin.com

Welcome to McDavitt Wealth Management and Santucci Wealth Management! We are an independent financial firm that has been helping individual investors as well as small- to medium-sized businesses establish and maintain their long-term financial goals.

INTERNAL PAGES

cmfin.com cmfin.com
1

McDavitt Wealth Management & Santucci Wealth Management - Account Access - Multiple Options

http://www.cmfin.com/Account_Access_-_Multiple_Options.aspx

To access your accounts online, please use the Investor360°. Watch this short video to learn how Investor360° delivers easy online access to your complete financial life. The following fields are required. Please complete them and resubmit the form. Account Access Request Form. If you are interested in online account access, please submit your name so that we can contact you. Articles, Tools and Info. Including possible loss of the principal invested. A Registered Investment Advisor.

2

McDavitt Wealth Management & Santucci Wealth Management - History

http://www.cmfin.com/history.aspx

And Santucci Wealth Management. Were founded when Tom McDavitt. Having 40 years of combined financial services industry experience and. After years of knowing each other, decided to join forces. Starting out in the business, each had worked for other companies and grew tired of working for parent companies that dictated the types of investments they should sell to their clients. And Santucci Wealth Management. Articles, Tools and Info. This communication strictly intended for individuals residing in the ...

3

McDavitt Wealth Management & Santucci Wealth Management - Getting Started

http://www.cmfin.com/Getting_Started.aspx

What should I bring to my first meeting? Client Fact Finder Sheet (Completed). 401(k) Statement (Most Recent). Most Recent Pay Stub. Prior Year's IRS Tax Return. Current Investment Policy Statement. Latest Brokerage Account / Mutual Fund Statements. Bank and Credit Union Statements. Business Arrangements (i.e., Buy Sell Agreements, Deferred Compensation, Stock Option/Bonus Plan). Life Insurance Policies and Most Current Annual Statement. Annuity Contracts / Disability Insurance. Long Term Care Policies.

4

McDavitt Wealth Management & Santucci Wealth Management - Articles Library

http://www.cmfin.com/Articles_Archive_(Chron).aspx

ARTICLES, TOOLS and INFO. Wedding Finances: A Survival Guide. Get tips for keeping wedding expenses in check, whether you're the host or a guest. Caring for Your Aging Parents. Learn how to help your parents maintain their independence as they get older. Building a Better, Budget-Friendly Vacation. Get tips for planning a relaxing summer break (that won't break the bank). Questions to Ask When You Inherit a Home. Should you sell it or keep it? Be sure to consider these factors. Your 401(k) Is Not an ATM.

5

McDavitt Wealth Management & Santucci Wealth Management - Overview

http://www.cmfin.com/Retirement-Consulting---Overview.aspx

Articles, Tools and Info. This communication strictly intended for individuals residing in the states of AZ,CA,CT,FL,GA,IA,IL,MA,ME,NC,NH,NY,PA,PR,RI,SC,VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,. Including possible loss of the principal invested.

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