Suite of Services

Cornerstone Capital Management takes a comprehensive approach to serving your financial life through our wealth management services, incorporating both investments and financial planning for your future needs.

Investment Consulting & Management

We begin the investment process by defining your goals – what do you want your wealth to accomplish for you, your family, your legacy. Then we look closely at your current investments and how they are – or aren’t – supporting those goals. Together, we discuss recommendations for a cohesive investment approach that that is tailored to support your needs and wants.

We believe in using professionally managed investments to build a diversified portfolio that balances your need, ability and willingness to take risk. We are continually cost-conscious, utilizing strategies that seek to be tax-efficient and identifying opportunities to minimize future taxes.

Strategic Money Management

  • Investment Consulting
  • Income & Cash Flow Analysis
  • Tax Planning
  • Charitable Giving

Retirement Planning

  • Income Planning
  • Investment Withdrawal Strategies
  • Social Security Strategies

Managing Risks

  • Asset Protection
  • Insurance Analysis
  • Long-Term Care Needs

Family Support & Legacy Planning

  • Estate Planning
  • College Funding
  • Business Succession Planning

 Financial Monitoring

  • Aggregation of Financial Accounts
  • Personalized Financial Website

**There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not protect against market risk. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.