Cornerstone Wealth Management, what’s in a name? Cornerstone can be defined as . . .
- a stone representing the nominal starting place in the construction of a monumental building
- something that is essential, indispensable, basic
- the chief foundation on which something is constructed or developed
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.
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.
We have created a unique wealth management experience that addresses the weaknesses in the services provided by traditional financial management firms: specifically, inflexible and inactive portfolio management, inherent conflicts in providing investment advice and a primary focus on asset gathering which leads to poor client service.
Our goal at Cornerstone Wealth Management is not to be one of the biggest wealth management firms. We are, and aspire to be, the best firm to those that we are fortunate to serve. It is not a numbers game to us, simply a focus on the quality of our relationships that we have with our clients, not the quantity.
Thank you for taking the time to learn more about our firm, and we wish you the best.
Craig A. Moddelmog
Tonya A. Moddelmog
Chief Financial Officer