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
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.
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.