About Cornerstone Wealth Management
Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence.
At Cornerstone, the advisors ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client's interests and strive to preserve the client's assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future.
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General Information
Firm Start Year
1996
Compliance
Qualifications & Membership
Firm Information
Compensation and Fees
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advise offered through Cornerstone Wealth Management, a registered investment advisor. Cornerstone Wealth Management and all its DBAs are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL,AR,CA,FL,GA,IL,IN,KY,MI,MO,NJ,SC,TN,TX,VA,VI,WV