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.
Tom Rozman, CFA®, CAIA®
Mr. Rozman, Chief Investment Officer, is responsible for leading the investment team for Simplicity Wealth. Prior to Simplicity, Mr. Rozman was President and Chief Investment Officer of Sawtooth Solutions. He also worked in Institutional Sales and Trading at Merrill Lynch. Mr. Rozman is a Chartered Financial Analyst®, Chartered Alternative Investment Analyst®, and is Series 65 registered. He has previously held Series 7 and 24 securities licenses. He earned an M.B.A. from the University of Chicago and a B.A from St. Olaf College.
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.
Mr. Leonard serves as Chief Compliance Officer of Simplicity Wealth. He is responsible for implementing the compliance program and assisting financial professionals to meet their compliance obligations. He has been FINRA licensed since 2005 and began his supervisory career in 2007. Mr. Leonard earned a B.A. & B.S. from Boston 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.