Our Process
At Cornerstone Capital Wealth Management, there is no such thing as a universal map to wealth planning. We named our process the PathStone Process because it gives you ongoing clarity and direction, keeping you on the path to your financial freedom.
The PathStone Process focuses on the three D's.
Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals and business owners.
The PathStone Process is designed to continually adjust and monitor your critical life and financial events to keep your plan on track.
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DISCOVER
What do you want to accomplish?
What is essential to you?
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DESIGN
How will we get you there?
What services are the best fit for you?
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DEPLOY
Financial and legacy planning
Customized strategy implementation
Ongoing continuous service
Building a lasting relationship
Our Seven Guiding Principles
Our seven guiding principles are the cornerstone of our process, providing a comprehensive view of your situation.
Life is full of critical financial events. Some are planned, like retirement, buying a second home, and selling a business. Others are unexpected, like death, disability, and divorce.
As your life evolves, we are here to help you maintain focus and guide you along your path. This approach helps us organize and simplify your family's complete financial situation.
