Why Cornerstone Wealth

Why Cornerstone Wealth Group

Planning for Your Future Should Be Easy

Wealth management planning can be a daunting task, but we get personal satisfaction from helping our clients achieve financial peace of mind. Through a deep and thoughtful exploration process, we help you define what financial and personal achievements matter most. Cornerstone Wealth offers comprehensive advice and planning strategies to individuals, families, and businesses.

Resourceful

Since our founding in 2001, Cornerstone Wealth’s focus has been on how to best serve our clients needs.

Client Centric

Our dependability lies in professional staff with a like-minded goal of providing wealth management support.

Transparent

We act in the best interest of our clients and provide full information required for collective decision making.

Tenacious

Because everyone’s financial needs are different, we adapt our processes to meet the client where they are.

Firm History

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.