Broker Check

What Sets Us Apart

The Cornerstone Wealth Management Difference

Selecting the right wealth management firm is an individual decision. No one firm can be right for everybody, and we don’t expect to be a perfect fit for every prospective client. Our intention is to be the best choice for those individuals, families and institution that embrace our core values and approach to doing business.

When we are asked the question, “What Sets Us Apart”, we chose to go to our clients for their feedback on what distinguishes Cornerstone Wealth Management from other investment management firms. While we seek to give every client the best service experience possible, every clients thoughts will vary. Here are examples of their thoughts.

  • Singular Focus: We are and always will be a firm that is focused on wealth management for individuals, families, and the companies that they own or work for.
  • Level of Commitment and Care: You won’t find many advisors who truly care about your family as much as they do your business.
  • Integrated Wealth Management: They provide comprehensive and customized wealth planning services, utilizing their extensive investment and planning expertise, and always coordinating with our other advisors.
  • Family Relationship Approach: They truly take care of us, and are interested in our entire family. Regardless of age or asset level.
  • Stability of TEAM: The company culture is built around their family, and they treat us like family.
  • Focus on QUALITY not QUANTITY: They truly believe that bigger isn’t better, and they prove it with their actions and commitment to high levels of personal service. They are not willing to compromise their culture for personal gain.