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Cornerstone Wealth Management

Services

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, please send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Tailored Investment Solutions

The primary focus of our Advisors, is to get to know and understand the needs, wants, and long-term goals of our clients. Our clients receive personalized investment management advice. We have the full capacity to put that advice into action for our clients through discretionary management and our relationship with LPL Financial.

Cornerstone Wealth Management uses our research capacity to its fullest extent to construct a tailored investment strategy for you. We meet regularly to review client portfolios, in an effort to ensure that the investments meet the investment objectives and that we have utilized our research to position investments to take advantage of the growth opportunities, as well as to build in protection for market and economic volatility.


DISCLOSURE

No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.


Comprehensive Financial Planning

Cornerstone Wealth Management offers both Investment Management and Financial Planning services to our clients.

Clients have the option to work with our registered Certified Financial Planner on a comprehensive financial plan as part of the overall suite of investment management services that we provide. Our planning process can address your retirement needs as well as cash flow, insurance (including disability income, long term care and life insurances), education, investments and estate planning. In most circumstances, clients will incorporate investment management and financial planning through Cornerstone Wealth Management; when a special circumstance is presented, Cornerstone Wealth Management will assemble a comprehensive financial plan for a client on a stand alone basis.

We believe that having a financial plan provides our clients with the confidence that comes with having a professionally developed plan in place - plus their financial advisor as a resource to adjust the plan as their circumstances change on an ongoing basis. The financial plans that Cornerstone Wealth Management develops most often provide a framework for building a retirement “nest egg,” however we have the flexibility to help our clients plan for a future addition to their family, a first home or vacation home purchase and other important financial events.

Financial Planning offered through LPL Financial, a registered investment advisor.

Retirement Income Analysis

Cornerstone Wealth Management, seeks to help you grow and acquire assets that you can use as a source of retirement income or execute the distribution of income to you on a monthly or quarterly basis once you have actually reached retirement. We educate our clients regarding investment strategy options that fit their unique needs.

We believe that knowing that you have a plan in place with an experienced team allows you the confidence to enjoy the journey from a productive work career to full retirement. Cornerstone Wealth Management Advisors’ experience seeks to provide you with a steady income stream from your hard earned and carefully saved retirement assets.

Portfolio Selection

Cornerstone Wealth Management believes that investment diversification is a critical tool in effectively managing a portfolio’s total return and risk exposure. Cornerstone Wealth Management Advisors favor a balanced investment style, meaning that our clients’ accounts will normally have exposure to multiple asset classes.

Cornerstone Wealth Management Advisors actively manages model portfolios for use in our clients’ accounts with multiple investment strategies.

We utilize our research capabilities to their fullest extent to choose the asset classes that we use in each of our model portfolios. After we identify the asset classes that will be included in our model portfolios, we choose the appropriate investments and investment managers.


DISCLOSURE

No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time.