Meet the professionals who can help you Pursue Your Goals
We help individuals and families pursue their ideal retirements.
MEET THE FOUNDER
We are passionate about helping individuals and families reach their ideal retirement and financial goals.
President, Commonwealth Guardians
Michael Widlake is the president and owner of Commonwealth Guardians. His focus is helping New England residents and their families achieve their financial goals and live out their retirement dreams by working together to create successful financial strategies. Michaeldid not start out in the financial industry. He embraced music at an early age where he learned the clarinet and Piano, and under the tutelage of his parents, who were both amateur musicians, he fostered a love of communicating through music. Michael attended Oberlin College where he studied piano performance and French literature before leaving to pursue a professional music career. After some success Michael decided to pursue another one of his passions which is helping people.
Through personal experience and hard study Michael came to realize that the financial world is filled with many confusing financial choices. The most difficult decision 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 achieving their financial goals and their financial independence up to and including their retirement years. Michael works with his clients to incorporate smart savings strategies, tax strategies, and find a reasonable and secure net return on their investments in order to help them maximize their returns and minimize potential mistakes.
Relationship Manager, Commonwealth Guardians
Paul has been in financial services since graduating from Springfield College with a Masters in Education. Paul is a CLU and a Member in past years with the Million Dollar Round Table. Paul has attended the annual university of Miami Estate Planning conference over the course of many years. He has worked with the owners of companies throughout New England with their financial planning and helping to establish employee benefits plans for their employees.
Steve Osterink, Jr.
CFA®, CFP®, AIF®
Steve Jr. is the driving force behind the development and innovation of Advisory Alpha’s investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.
Steve Osterink, SR.
With nearly 40 years of experience in the financial services industry and working with investors, Steve Sr. co-leads the investment team. He has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for the firm.
Holding the CFP® designation and as a CFA® Candidate, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients’ financial situations. Nick is a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Jon has a diverse background in corporate finance and investment management. He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
Dedicated to detail, responsiveness and efficiency, Brian is responsible for the firm’s trade management and portfolio accounting systems. This includes everything from
implementing portfolio investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.
Janine manages our accounting and financial systems, human resources functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.
Mike has a strong background in computer science and statistics which aids in his role as a key member of our operations team. He leads our technology initiatives as well as
supports the trade management and portfolio accounting functions.
Mr. Margolies serves as Director of Compliance. Mr. Margolies is responsible for developing and enhancing the compliance protocol across the Group. Mr. Margolies has over 20 years of compliance and supervisory experience, including leading the compliance team at a global life and annuity wealth management insurance company. Mr. Margolies earned a B.A. in Business from Stockton University.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.