Broker Check

General Facts

What types of clients do you serve?

The majority of our clients are individuals and families who value having a financial partner to assist them in the growth, protection and distribution of their wealth. We also work with corporate clients, and specialize in building and maintaining a high quality employee retirement plan. In both cases we focus on building long-term working relationships built on trust and accountability.

What is the average portfolio value of a Cornerstone Wealth Management client?

Our clients generally have more than $500,000 in assets under our management. Individual client portfolio values range from a minimum of $25,000 to more than $3 million. Corporate clients generally have a employee retirement plan with assets greater than $1 million.

Do you have a minimum portfolio requirement?

We do not have a stated minimum portfolio requirement. However, in order to provide the highest levels of client service, we will focus on those relationships that allow us to maintain our low client-to-advisor ratio allowing us to provide for a higher level of service and support.

What information do you need from me to generate a proposal?

The more relevant information you are able to provide us, the better positioned we are to make informed recommendations. As part of our wealth management process, we request an inventory of all of your assets, your outstanding liabilities, insurance policies, estate plans, your retirement timeframe and your tax situation. We also seek a clear understanding of your specific goals, objectives, time horizon and tolerance for risk.

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