Prior to forming Cornerstone Wealth Group, LLC., the four original partners managed individual practices while working together at a former brokerage firm. As their practices grew, they realized the value of collaboration. With various backgrounds in the wealth management industry, each member brought a different perspective and skill set to the team. As the firm has grown, we have stuck to the heart of the business – combining unique individual strengths to meet our clients evolving needs.
We understand the importance of objective advice, so we have remained independent advisors, offering non-proprietary wealth management services. As of 2017, Cornerstone has partnered with Focus Financial, a like-minded leading independent, fiduciary wealth management firm.