Wealth Management
Cornerstone Wealth Management acts as your family’s CFO and coordinates all of the moving parts of your financial life, working in partnership with your team of advisors & other experts that you trust in handling your various affairs.
Investments
Cornerstone Wealth Management provides investment advisory services to individuals, businesses, trusts, and retirement plans.
Financial Planning
Cornerstone Wealth Management’s financial planning services help individuals identify the strengths and weaknesses of their current & future financial picture.
Business Solutions
Often times business owners are too absorbed in their business to tend to their own financial needs, and they may also overlook key planning considerations that could help their business grow and prosper.
Wealth Transfer & Preservation
Families spend a lifetime accumulating assets and building an estate with the intention of passing it on to their heirs or charitable beneficiaries.
Executive Compensation & Benefits Planning
Executives face many unique challenges when managing their personal financial plans. If you are fortunate enough to be an executive with equity compensation, you may have many opportunities available.
Cash Flow & Budgeting
Managing your cash flow is an important component of any financial plan. These this area alone affects your savings for retirement and college as well as your overall ability to do such things as financing a home or purchasing a new car.
Retirement Planning
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.
College Planning
As the cost of a college education continues to rise, outpacing the rate of inflation, it is becoming beyond the reach of most people unless they have planned early on. For people starting a college savings plan today, questions arise as to the best way to save.
Insurance Planning
Insurance is essential to any comprehensive financial plan. If tragic events like death, disability or long-term illnesses occur, insurance can protect you and your family from undue hardship.
Income Tax Planning
No one likes to pay income taxes and for most families, it is one of their largest expenses each year.
Estate Planning
Preparing for your death is a difficult issue to discuss, but it is also a crucial part of any comprehensive financial plan.
Without proper planning, a person’s death can create significant hardships on the people for which the estate was created.