Financial Services

Financial Services for Individuals

Cornerstone Wealth offers comprehensive financial services for individuals looking for professional guidance. As a fiduciary, we act in your best interest. Our financial services take a holistic approach and focus on what makes sense.

Financial Planning

A financial plan is a valuation of your current financial condition and a summary of your goals. A thorough financial plan will address current savings, budgeting, insurance, investments, taxes, estate planning, and retirement. Our experience has taught us that a well-defined and dynamic strategy is critical for success. Our financial advisors use a six-step process to create a plan with your financial goals and objectives in mind. Ready to get started with your financial plan? Contact Us

I. Discover & Define Goals

An advisor will work with you to better understand your unique financial planning needs.

IV. Commitment to Strategies

Upon mutual commitment, an advisor will begin to implement and execute financial strategies.

II. Analyze Current Financial Status

To build a solid plan for the future, we gain an understanding of your assets, liabilities, insurance, tax, and estate documents.

V. Monitor & Track Progress

Accounts and policies will be consolidated and an advisor will monitor and track the progress every step of the way.

III. Provide Money Management Plan

We use financial planning software to understand your current situation and model future financial scenarios.

VI. Review & Refine Plan

Once the financial plan is implemented, an advisor will hold meetings to review accounts, assets, and investment performance.

Wealth Management

Complex financial situations demand problem-solving expertise from a team of wealth management professionals. At Cornerstone Wealth, our wealth advisors believe that when circumstances change, your financial plan has to be able to change too.

Investment Management Process

The Cornerstone Wealth investment philosophy is rooted in the belief that your investment portfolio should be constructed in accordance with personal long-term goals and objectives. Our financial advisors follow a six-step process that enables us to adhere to an active and hands-on investment strategy.

I. Define Goals

II. Evaluate Data

III. Customize Plan

IV. Design Portfolio

V. Monitor Accounts

VI. Review & Revise

Retirement Planning

Retirement planning is the process of figuring out how much money you’ll need to save for retirement and then putting a plan in place to get there. Our qualified retirement advisors will assist you in defining your goals, and we will create a customized plan which is designed to help you live a successful retirement. Visit to learn more. 

Retirement Savings Calculator

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Estate Planning

Estate planning can be a complex process, but it can be easier with the support of experienced professionals. Having a comprehensive estate plan in place can help you feel more confident about the future and can help you achieve a variety of goals. Your estate includes everything you own or anything you could have an interest in. It also includes assets that you may not typically think of.

 Our financial advisors work with you and an estate planning attorney to educate you about legal terminology and important planning concepts. If you have an existing estate plan, we will review each of the legal documents. If you have not created your estate plan, we will recommend the appropriate estate attorney based on your needs.

Cornerstone Wealth financial advisors assist with the following: 

Risk Management

As a fiduciary, we believe that strong attention to volatility is one of the most important financial services we offer. Building wealth is often a primary focus, but equally important is protecting your wealth. Risk management is the identification, analysis, and response to risk exposure.

Cornerstone Wealth financial advisors assist with the following: 

Executive Benefits Planning

To attract, retain and reward executives, many companies provide benefits which aren’t offered to all employees. As an executive it is important to have a complete understanding of the benefits offered by your employer, but it can be difficult to navigate the rules of each plan. Many of the plans have complicated guidelines and tax implications, so it’s imperative to work with a professional advisor to design and implement appropriate planning strategies.

Our financial advisors seek to understand each executive’s personal goals and objectives. After defining short and long-term goals, we design a customized wealth management plan to pursue each stated objective. Upon mutual commitment to work together, we implement each step of the plan. As time progresses, we are here to guide and assist in the execution of strategies to maximize your executive benefits.