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Our Commitment

At Cornerstone Capital Management we understand every individual’s financial journey is unique, shaped by their goals, aspirations, and circumstances. Through our established wealth management process, we use financial, tax, and estate planning to help clients achieve those dreams to create a legacy for the future.


  • Step 1: Understand your current financial situation
    • Where am I today?
  •  Step 2: Write down your financial goals
    • Where do I want to go?
  • Step 3: Look at the different investment options
    • Are our goals attainable? 
  • Step 4: Create and implement a customized plan for you
    • How are we going to get there?
  • Step 5: Re-evaluate and revise your plan
    • Communicate frequently to monitor progress. 


Our mission is to foster client success. Whatever the mission – whether it’s helping our clients save towards educating their children, saving towards retirement or securing the future of retirees and their families, – we stand with them as a partner they can depend on to help chart a road map to success.

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 and holostic approach to identify your most important goals, then developing strategies using money, real estate, 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.

We strive to help clients get more time back by organizing their financial situation by 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>

Young
Professionals

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

Established
Entrepreneurs

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

Families in 
Agriculture

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

In or Nearing
Retirement

Meet Dan & Nancy

Let's Connect. 

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