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Cornerstone Wealth Management provides comprehensive financial planning and investment management services. We are passionate about helping our clients make their dreams come true, and live full lives by going beyond "JUST FINANCIAL SOLUTIONS" and become their "ESSENTIAL PARTNER".
You want to protect and grow your personal wealth, not only for your own benefit but for your family’s as well. We understand. We educate our clients so they may gain clarity, understanding that our recommendations are based on achieving specific goals outlined in their life plan, and not influenced by other financial considerations.
Through our disciplined wealth management program, we are able to integrate all aspects of your personal and professional life, with strategies that seek to grow and preserve your financial assets and your family heritage.
At Cornerstone Wealth Management, we believe that successfully navigating life’s turbulent waters does not happen by chance, and that there are no shortcuts. Financial foundations that can stand the test of time are built slowly, block by block, and will position you to pursue financial success.
At Cornerstone Wealth Management, our corporate culture was built with five core pillars that reflect what is truly important to us.
– Relationship Focused – Integrity – Accountability –– Passion For Excellence – Transparency –
Located at the base of the Rocky Mountains in Fort Collins Colorado, Cornerstone Wealth Management was founded in April of 2009 with one guiding principal, FINANCIAL STEWARDSHIP. At Cornerstone Wealth Management, we define Financial Stewardship as:
"One who manages the owner’s assets in the best interest of the owner"
As an independent, fee-only firm, we provide customized, comprehensive and objective wealth management advice and solutions to a select group of clients. We have the luxury to think deeply and carefully about every facet of our clients lives. Building confidence, earning trust and developing financial peace of mind.
When we opened our doors for business on April 1, 2009, our goal was to become the financial cornerstone in the lives of the clients that we serve. We understand the stresses and complexities that life challenges us with, and the importance of finding a partner that will come along side you providing clarity, direction and confidence.
While a financial plan provides the basis for a course of action, it is merely the beginning point for a true Wealth Management Plan. More often than not, busy people with wonderful intentions put the effort into developing a good plan, only to get distracted by the fast pace of everyday life.
Cornerstone Wealth Management is guided by 2 partners who happen to be partners not only in the office, but in their home. Together, they offer a breadth of talents, and experiences resulting in a well managed firm that continues to expand and refine the client experience.
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