At Cornerstone Wealth Management, we act as your fiduciary in all of the financial areas of your life.  Our advisors are committed to thoroughly understanding our clients’ financial needs and circumstances to fulfill this duty and to best serve their interests.

Although each client is unique in their planning needs, we follow a structured process to develop and deploy a customized plan to address all of their planning needs.  All clients and prospects of the firm go through our planning process as illustrated below.