Our Commitment

A great relationship is based upon a solid foundation of trust and respect. Our commitment to clients is to provide the level of proactive service and the collaborative relationship that you have a right to expect as a client of Cornerstone Capital Management.

  • Quality
  • Service
  • Valued Relationships
  • Personalized Recommendations
  • Confidentiality Accuracy
  • Transparency
  • Prompt Response
  • Education
  • Timely Communication
  • Best Execution

.As an independent financial services firm, Cornerstone Capital Management aligns its services and investment recommendations in your best interest. Cornerstone Capital Management is a locally owned firm with the support of LPL Financial, the nation’s leading independent broker-dealer.*

We are passionate about serving as financial advocates for our clients.

*As reported by Financial Planning magazine, June 1996-2022, based on total revenue.

What is Wealth Management?

There’s some mystique as to what wealth or wealth management is. Wealth management can mean different things to different people.

We believe wealth management means using a consultative approach to identify your most important goals, then developing strategies using money and other financial instruments as a tool to pursue those goals.

Look at this acronym to learn what we believe wealth is made of:

Wisdom: personal, professional, spiritual                                    
Exchanges: who they communicate with                                    
Affluence: wealth, income, lifestyle                                             
Legacy: estate, philanthropy, family, professional                       
Time: where, how, and with whom they want to spend their time
Health: eating habits, triathlon training, mental-health care        

Below is what we believe is the components of holistic wealth management:

Who We Serve

Our clients prefer to simplify their financial lives so they can spend more time doing things they love.

Our mission is to help clients get more time back by organizing their financial affairs and using a planning process that addresses their needs and goals in a holistic and panoramic way to pursue financial confidence.

We help people from all walks of life, but typically these kinds of people find the most value from our services.

<strong>Young</strong><br /><strong>Professionals</strong>


Meet Mike & Katie
<b>Established<br />Entrepreneurs</b>


Meet Wes & Sue
<strong>Families in&#160;<br/>Agriculture</strong>

Families in 

Meet Chris & Lacey
<b>In or Nearing<br />Retirement</b>

In or Nearing

Meet Dan & Nancy

Let's Connect. 

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Learn How to Stay Calm Amidst Market Volatility

In this ebook, we outline how to stay the course through market ups and downs. Our tips will help you anticipate, rather than fear, market movement.

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