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CWM Pillars

At Cornerstone Wealth Management, our corporate culture was built with five core pillars that reflect what is truly important to us. These pillars enable us to position our firm to successfully meet the needs of our clients both today and through their retirement.

Relationship focused: Since the beginning, we have focused on providing the best client experience possible. This level of success is not built on performance, but on relationships that are built over time. Things of quality are built slowly, one step at a time.

Integrity: Integrity is our standard. We are ethically unyielding, honest and inspire trust by saying what we mean, matching our behaviors to our words and taking responsibility for our actions and performance.

Accountability: Accepting unconditional responsibility means there are no excuses and no one to blame, even if events are beyond our control. It is our duty to accept the consequences for our actions, decisions and the potential impact that they have.

Passion for excellence: We take our level of service to the extraordinary, to satisfy and meet the needs of our clients. We don’t just want to meet their expectations, we want to exceed them.

Transparency: We seek to create an environment that is transparent with respect to fee’s, performance, products and planning.

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