2950 East Harmony Road
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".
From Our Family to Yours
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.
A Partner You Can Trust
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.
YOUR SUCCESS = Our Success
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.
Years of experience
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.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
The latest topics in our library to Inform and Inspire.
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.