Broker Check




Years of experience


Local Offices


Welcome to Cornerstone Wealth Management

Welcome to Cornerstone Wealth Management

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.

It's all about YOU

It's all about YOU

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.

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Investment Management




Tips and Resources

The latest topics in our library to Inform and Inspire.

Meet our TEAM

Meet our TEAM

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Learn How We Can Help You

Schedule a Meeting