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.

Our Wealth Management Services create a comprehensive approach to managing a family’s accumulated wealth. Your financial affairs call for a vigilant, ongoing management approach to the many financial details in your life.

Wealth Management not only encompasses our Investment Advisory Services and our Comprehensive Financial Planning Services, but it can also include more advanced areas of concern such as:



Wealth Transfer & Preservation

Families spend a lifetime accumulating assets and want them passed on as they have intended.



Executive Compensation & Benefits

Executives face many unique challenges. If you have equity compensation, you may have many opportunities available.



Business Succession

When a business owner dies, a plan is needed to continue operations and to provide for the owner’s family.