835 Central Avenue,
Where Legacies are Created
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.
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.
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 timeHealth: eating habits, triathlon training, mental-health care
Below is what we believe is the components of holistic wealth management:
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.