Common Interests, LLC Information

Common Interests, LLC 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. Areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of Comprehensive Financial Planning for individuals and families. Our compensation comes from fee revenue as well as commissions; whichever approach is determined to be the most cost effective for each individual client. All costs issues are clearly delineated and openly discussed. We firmly believe in the social responsibility of treating others as we would want to be treated ourselves. The initial consultation is always complementary so that we can get acquainted and make the decision to move forward. Customer inquiries, please call 732 710-4934, or email info@commoninterestsfinancial.com. Common Interests, LLC is not a registered broker-dealer nor a registered investment advisor. Common Interests, LLC and Vanderbilt Financial Group are separate and unaffiliated entities. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Vanderbilt Advisory Services. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 • For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures