Cornerstone Wealth Management

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Introduction: My team offers a wide variety of services and expertise. With over 65 years of Financial Services experience, we collaborate to design the best solutions for our clients. Wealth accumulation and distrubution strategies is my specialty. We offerr both fee based and non-fee based solutions for our clients. Wealth accumulation management and wealth distribution is dramatically different. Understanding sequential risk, inflationary risk and longevity risk are critical to understanding and developing a plan to make sure you don't out live your savings. We utilize multiple approaches to determining the proper distribution strategies ranging from Fibonacci formulas, Monte Carlo simulations and sophisticated software modelling to provide us with a comprehensive view of how your money will provide for you during your retirement. Most importantly, we parted with our clients to truly understand your goals and work diligently to help you accomplish them. We love the art and science of Financial planning. Combining experience, expertise, creative approaches and complex strategies, we provide a broad and effective array of solutions for our clients. Our collaborative approach provides our clients with insight from all three of our Senior Partners, which maximizes the effectiveness of your plan.

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57 employees

11 years in business

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What should the customer know about your pricing (e.g., discounts, fees)?
Non fee based: this is a commission based option for clients who need singular service and little long term management of their solutions. Under this model, a typical client would be a person who is just looking to purchase life insurance, wants to purchase mutual funds and hold them for a long period of time, or interested in our team managing less than $50,000 in assets. Fee based: Our fee based platform offers objective and non-bias recommendations of investments to maximize efficiency. Fee range from 0.75% - 1.75% based upon assets. Clients also have the option to purchase their financial strategies from our team of experts and implement them with other industry specialists.
What is your typical process for working with a new customer?
Initial consultations are no charge. We determine individual goals of our clients and explain our fee structure options. Once clients agree on a course they would like to take, we schedule a meeting to gather all the pertinent information and begin our strategic process. Clients then are scheduled for a second meeting, which they are presented with their plan and provided with the recommended solutions to achieve their goals.
What education and/or training do you have that relates to your work?
Finra Series 7, Series 66, Series 63, Life and Health Insurance Licensed.