^{Since 2007 • Canby, OR}

Helping You PURSUE A Stronger Financial Future

Honest advice and thoughtful guidance that seeks to help you move forward with confidence. We meet you where you're at and build from there.

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^{What We Do}Comprehensive Wealth Management Tailored to Your Life

You shouldn't have to chase down your advisor or wonder if your plan actually fits your situation. We handle everything from in-house portfolio design and retirement planning to the kind of personalized service that shows up when you need it, whether that's a meeting at your kitchen table or a straight answer.

^{Who We Help}Relationship-Driven Planning at Every Stage

We work with people who value long-term relationships and want a financial partner they can rely on.

Individuals & Families

People who've worked hard for what they have and want thoughtful guidance on what comes next.

Pre-Retirees & Retirees

Those approaching or navigating retirement who seek confidence in their plan and help managing investment risk.

Businesses & Non-Profits

Organizations looking for help with retirement plans, financial education, and strategies that serve both leadership and employees.

^{How We Help}Solutions With A Team-Based Approach

Every client's situation is different, which is why we don't use cookie-cutter plans. Our team works together and strives to bring you comprehensive solutions that address where you are today and where you're headed.

Our Services

Coordinated strategies for savings, insurance needs, major purchases, and life transitions that connect all the pieces of your financial picture.
Clear answers to your retirement questions: when you can afford to retire, how to handle healthcare costs, and Social Security decisions.
Portfolios designed in-house with attention to tax efficiency, risk management, and long-term goals that align with your specific timeline and situation.
Guidance on beneficiary designations, account titling, and trust structures while coordinating with your attorney and tax professionals to minimize complications.
Retirement plan design, cash management, and personal financial strategies for owners and employees, balancing organizational goals with individual needs.
Full-service administration and management of 401(k), 403(b), and qualified plans, including fiduciary support, employee education, and compliance handling.

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes and fees.

^{Who We Are}Built on Solid Ground Since 2007

Chris Stutes founded Cornerstone to be exactly what the name suggests: a foundational partner in clients' financial lives. Our team has been part of the Canby community for nearly two decades, working out of a converted house on Main Street from the 1880's where real conversations happen and relationships are built to last.

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Our Community

Our commitment to Canby extends beyond client service to active involvement in the organizations and initiatives that strengthen our community.

We partner with local businesses and organizations on toy drives, clothing drives, and community initiatives. We're trying to do right by the people who've chosen to work with us, whether they've been here since 2007 or found us last month.

Toy Drive

Clothing Drive

Local Partners

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^{Contact Us}Let's Start Building Together

Financial planning works best when it starts with an honest conversation about where you are and where you want to go. Reach out today to schedule a no-obligation meeting and see if we're the right fit for what you need.

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Since 2007 • Canby, OR