486 NW 2nd Ave,
Cornerstone Wealth Management was founded in 2007 by Chris Stutes, since then we have grown to have four financial professionals and two administrative professionals on our team. Our office uses a team-based approach to provide exceptional service to our clients. We believe that understanding our client's needs on a personal level is the cornerstone to building strong professional relationships.
Our mission is to get to know and understand your needs, wants and long-term goals. Understanding all aspects of personal finance can be daunting. We want to be there for you in helping develop, implement, and monitor a strategy that’s tailored to your individual situation. We have found that our team approach is effective in helping clients with a wide variety of needs as they maneuver through the complex financial-services world.
When it comes to financial services, one strategy does not fit all! We take care in making sure that each client gets our undivided attention. Our process includes planning, execution, and follow-up to ensure that our clients get on track and stay on track. Our team is prepared to help you through challenges that may arise, we have a Certified Financial Planner, and we design all our portfolios in our office. These two resources along with over 50 years of combined experience have allowed us to build strong lasting relationships with our clients.
Knowledge is power. It’s also the foundation for intelligent, well-made decisions. With important goals, like retirement in sight, sound decision making is vital in helping you pursue your goals and avoid costly mistakes. We want you to understand that strategy behind your financial plan and investments. We invite you to check out the resources on our website and we welcome any questions that you may have. Reach out to one of our financial professionals today!