Why Cornerstone

Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations.

We invite you to learn more about Cornerstone Wealth’s comprehensive approach to wealth management. Click here to download a copy of our brochure.

A Culture of Teamwork

Since our inception, Cornerstone Wealth has operated as a team of financial professionals, working to provide strategies to meet our clients’ wealth management needs. We feel that working together is critical to the success of our company and ultimately our clients. Our founders promote and encourage a culture of teamwork and dedication. Our team is comprised of a diverse group of individuals with various skill sets, focused on offering a comprehensive and personalized client experience.

Values & Principles

Cornerstone Wealth is guided by our core values and principles. Our firm seeks to make an impact in the lives of our clients, employees and the people in our community.

client focus
Since our founding in 2001, Cornerstone Wealth's single-minded focus has been on how to best service our clients.
close-
transparency
Our pledge is to provide complete transparency to our clients. We also insist on the same transparency from each of our service providers.
close-
accountability
In every client relationship, we hold our firm to the highest qualitative and quantitative standards of accountability.
close-
team
To best serve our clients, our firm operates as a team of professionals who focus on different areas within the wealth management industry.
close-
integrity
We conduct every element of our business with the greatest integrity and the highest ethical standards. Our firm strives to avoid any and all conflicts which are not in our clients' best interests.
close-
independence
As an independent firm, we utilize multiple custodians and service providers to address our clients' needs. As a result we never offer proprietary products or services.
close-
people
We foster an environment that honors and respects every individual in the firm. We believe it is imperative to offer personal and professional growth opportunities for every member of our team.
close-
community
Great companies have clear obligations to their communities. Every member of our team serves the community by volunteering their time with charitable organizations.
close-
client focus
expand+
transparency
expand+
integrity
expand+
independence
expand+
accountability
expand+
team
expand+
people
expand+
community
expand+

Firm History

The founders of Cornerstone Wealth share a passion for helping clients pursue their financial goals. Since our inception, we have proudly offered independent and unbiased advice with focus on building lasting client relationships. Today, we offer comprehensive wealth management services through our team of advisors and other professionals in related industries.

Prior to forming the company, the partners managed individual practices while working together at a former brokerage firm. As their practices grew, they realized the value of working together and formed a team. With various backgrounds in the wealth management industry, each member brought a different perspective and skill set to the team. Each partner shared a vision of building a world-class wealth management firm and officially incorporated in 2003. Cornerstone Wealth understands the importance of objective advice, so we have remained independent advisors, offering non-proprietary wealth management services. Over the years, the firm has built a solid reputation in the wealth management industry, and we continue to hire experienced and talented individuals to better serve our clients.

A Distinguished Brand

Our logo represents many of our values and principles. The layers symbolize the many facets of our company, harmoniously working for a unified purpose. With an emphasis on transparency and integrity, we embrace this image as we continue our evolution to better serve our diverse client base.