Trust. Service. Results.
Planning for a financially independent future can be daunting, especially in today’s uncertain economy and fluctuating financial markets. That's why we specialize in simplifying your financial life. When you reach a point where you need help organizing and understanding your assets, we can assist. Whether you are a business owner or a disciplined saver throughout your career, Cornerstone Capital Wealth Management is here for you, your family, and your organization.
Cornerstone Capital Wealth Management provides customized financial planning to clients who value advice. We provide our clients with confidence through our proprietary PathStone Process. This allows our clients to focus on what matters most to them by putting all the pieces of their financial puzzle together.
Who We Serve
We provide planning and advice for:
Advice You Can Trust
As independent fiduciary advisors, we have no allegiance to any specific product, investment, or manager. Our commitment is solely to you, your family, or your business.
How We Collaborate with You
One-on-One Services
We work with our clients on a personal basis, ensuring clear communication in everyday language. This helps you understand what you own, how it works, and what to expect.
Personalized Communication Plans
We develop tailored communication plans to stay in frequent contact, providing updates on strategies and results aligned with your goals, feelings, family dynamics, and risk tolerance.
No Extra Service Fees
Our fees are based on a percentage of assets under management, meaning we are compensated according to our performance for you. You are never charged for personal meetings or telephone consultations.
Outstanding Professional Knowledge and Experience
With over 100 years of combined experience in investment, benefits, and retirement plan management, our team of experts is equipped to help you meet your goals and navigate all market conditions. As a small business ourselves, we understand the daily challenges business owners face. We offer expertise in financial planning and assist clients in clarifying their priorities.
Your goals may change just as quickly as the markets. That's why it's essential for us to meet regularly to ensure your needs are met each year and to help you understand how these adjustments fit into your overall goal of financial freedom. These key elements will support you in building a financially independent future, even as market conditions continue to evolve in the years ahead.
Learn more about our process, or call for a complimentary, no-obligation consultation.
