WELCOME TO CORNERSTONE WEALTH MANAGEMENT SERVICES

WELCOME TO CORNERSTONE WEALTH MANAGEMENT SERVICES

 

At Cornerstone Wealth Management Services, we provide full service financial solutions for clients and small businesses.  Through our customized approach to managing wealth, we address our clients' individual needs, including risk management, planning for retirement, the distribution phase of retirement planning, tax strategies and estate planning.  

 

We utilize two distinct platforms when it comes to our comprehensive financial planning.  The first platform is Cornerstone Insurance Services LLC, with our insurance broker platform for health, life, annuity, and disability. The second platform is Cornerstone Wealth Management Services, with our advisory, brokerage that encompasses all wealth management services.

 

 

Our Broker Dealer is Capital Synergy Partners, a correspondent of Royal Bank of Canada Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.  

 

 

OUR WEALTH MANAGEMENT APPROACH

 

We help our clients protect, manage, grow and transition their wealth.  There are four cornerstones to comprehensive wealth management that we provide for our clients, including risk management, investment and retirement planning, trust and fiduciary services and banking.

 

Understanding the values, needs and vision of our clients is at the core of our customized method.  Our approach is highly adaptable and caters to you and your unique position and goals.  

 

Visit our website for Cornerstone Insurance Services LLC at http://www.cornerstoneins.net for all of your insurance needs, including individual and business health care, disability programs, long-term care insurance, and insurance for businesses.  Cornerstone Insurance Services LLC operates as a brokerage on your behalf and will shop around to find the absolute best plan for you and your specific needs.