Cornerstone offers comprehensive financial services through our dynamic financial planning. We manage family office wealth management for high-income families.

Diversification and asset allocation aid tax-efficient investing by spreading assets. Optimize your 2024 tax returns and reduce tax liability by leveraging these strategies.

Implement a few key tax planning tips to save more in 2025. Learn strategies on how to earn and organize your finances for less stress.

Navigating the complex world of state-specific tax laws can be daunting. At Cornerstone Wealth, our expert team, including Director of Tax Services Cindy Meares and Assistant Director Stephen Gaskill, provides comprehensive tax planning and filing services tailored to your unique financial situation, no matter where you reside. Our specialized knowledge of varying state tax regulations allows us to deliver personalized strategies, ensuring compliance and maximizing savings.

Significant changes in estate planning sunset 2026 necessitate a re-evaluation of strategies. High-net-worth families must act now to prepare for impacts.

When it comes to expansion, understanding business owner tax responsibilities can help you manage risks, payroll, credits, and deductions effectively.

With no direct access, high earners can leverage backdoor Roth Ira tax advantages providing tax-free growth, control over distributions.

In this market update, Cliff Hodge, CFA, discusses the Federal Reserve's recent rate cuts, ongoing inflation trends, and their impact on the U.S. economy. Learn about the challenges of stock market valuations, rising geopolitical risks, and what investors should consider moving forward. As Cornerstone Wealth Group continues to monitor the evolving market, we offer insights into long-term investment strategies and the importance of alternative investments. Join our upcoming Fourth Quarter Webinar for a deeper analysis of the economy and financial markets into 2025.