MICHAEL WIDLAKE
President, Commonwealth Guardians
Michael Widlake is the president and founder of Commonwealth Guardians. His focus is helping federal employees and their families as well as individuals and their families achieve their financial goals and live out their retirement dreams. He accomplishes this creating a close personal bond with each client so he can work with the financial planning team to create strategies that will help each client to achieve their unique goals.
Michael did not start out in the financial industry. He embraced music at an early age. He studied Piano and taught himself clarinet, and other instruments. He attended Oberlin college and studied music performance as well as French literature before leaving for a professional music career. After achieving some success he decided to follow another of his passions helping people.
Through personal experience and hard study Michael came to realize that the financial world is filled with many choices. Difficult decisions many people struggle with is how to come up with a plan that will help them meet their goals for retirement. Michael’s focus is on educating clients and assisting them in creating a plan to achieve their financial goals and move towards financial independence. Michael works with his clients to incorporate smart savings strategies, tax strategies, and investment strategies in their financial planning to help them meet their financial goals and needs.
MICHAEL WIDLAKE
President, Commonwealth Guardians
Michael Widlake is the president and founder of Commonwealth Guardians. His focus is helping federal employees and their families as well as individuals and their families achieve their financial goals and live out their retirement dreams. He accomplishes this creating a close personal bond with each client so he can work with the financial planning team to create strategies that will help each client to achieve their unique goals.
Michael did not start out in the financial industry. He embraced music at an early age. He studied Piano and taught himself clarinet, and other instruments. He attended Oberlin college and studied music performance as well as French literature before leaving for a professional music career. After achieving some success he decided to follow another of his passions helping people.
Through personal experience and hard study Michael came to realize that the financial world is filled with many choices. Difficult decisions many people struggle with is how to come up with a plan that will help them meet their goals for retirement. Michael’s focus is on educating clients and assisting them in creating a plan to achieve their financial goals and move towards financial independence. Michael works with his clients to incorporate smart savings strategies, tax strategies, and investment strategies in their financial planning to help them meet their financial goals and needs.
SHANNA WHITAKER
Shanna Whitaker has a Masters Degree in Public Relations management . She joined the team at Commonwealth Guardians in October 2021. Since then, she has truly gained a passion for helping our clients find the best path to achieve their financial goals. Shanna is a wife and mother of 2 children and enjoys teaching them everything she knows about the world of finance.
STRATEGIC ALLIANCES
\
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN,
CFA®
Portfolio Manager of Gradient Investments, LLC
MARIANN MONTAGNE,
CFA®
Portfolio Manager of Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.