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.
.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.
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 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.
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.
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.