A partner for life.
Meet Your Team
Cornerstone Wealth is passionate about partnering with you to empower you to live your desired life. From the simplest questions to the most complex strategies, our goal is to help you gain clarity for today and confidence for tomorrow as your financial partner for life.
A deep understanding of your current position, goals, and concerns is necessary to serve as your advisor. Our experienced planners craft and communicate a financial plan that forms the foundation of our ongoing partnership. Your plan will provide a clear picture of what you have, what you can accomplish, how to protect against what can go wrong, and how to provide for those you leave behind.Learn More
Built on the foundation of your financial plan, we tailor your portfolio based on the unique timeframe, comfort with risk and investment preferences you communicate to our team. Our goal as fiduciary asset managers is to provide you with a disciplined, independent, efficient, and understandable portfolio strategy.Learn More
How can we meet your goals?
“Working with Cornerstone is easy; their approach is holistic, honest, and transparent.”
The statement was provided June 15, 2022 by Tim & Miranda S. who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
What to Expect
1. Meet with a Cornerstone Advisor
Finances are personal, but you shouldn’t have to manage them alone. We love partnering with our clients to help accomplish their goals. There is no cookie-cutter financial plan and no online calculator that can fully appreciate who you are, what you’ve accomplished, and where you are going. That’s why we begin with listening to you. At our initial meeting and throughout our relationship, we seek to understand your goals, needs, wishes, and fears.
2. Receive Your Comprehensive Plan
After understanding what matters most to you and collecting comprehensive objective information, our team collaborates to build your customized plan. Plans include a net worth statement, goals trajectory analysis, risk management plan, and legacy plan outline. We consider the various planning and portfolio components of your financial life and seek to ensure that everything is structured with efficiency, clarity, and most importantly, with your goals in mind.
3. Implement Action Steps
A plan is only as useful as the execution is thoughtful and thorough. Working with you and your trusted business professionals (CPAs, attorneys, etc.), we put the plan into action. You will no longer have to keep track of things by yourself. When change inevitably comes, we will be there to help. The presentation of your plan is just the beginning of an ongoing partnership.
Access Your Portfolio Online
Investor360° is a paper-free, online tool offering transparent access to your portfolio. Gain instant access to a detailed position breakdown of your accounts, recent and historical transactions, beneficiary information, and price quotes for traded securities.Login to Account
“Thanks to Cornerstone, I retired when I wanted to and created a plan to increase my philanthropy.”
The statement was provided May 16, 2022 by Ann R., who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Meet an Advisor
We look forward to hearing your questions and discussing how we can be the best partner for you!