Wealth Management Planning

Why Cornerstone Wealth Group

Planning for Your Future Should Be Easy

Wealth management planning can initially cause fear, but we get satisfaction from helping our clients achieve financial peace of mind. Through a thoughtful exploration process, we help our clients define what matters most. Cornerstone Wealth offers financial planning and 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 information required for group decision making.

Tenacious

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

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Firm History

Prior to forming Cornerstone Wealth Group, LLC., the four original partners managed individual practices while working together at a former firm. As their practices grew, they realized the value of teamwork. With various backgrounds in the financial industry, each member brought a different 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 changing needs.

We understand the importance of objective advice, so we have remained independent advisors. As of 2017, Cornerstone has partnered with Focus Financial, a leading independent firm.