MISSION STATEMENT

In an industry of complexities where investors are often left in the dark, Cornerstone sets out to deliver trustworthy, guidance-based comprehensive wealth management. Always looking at the entire journey, we are committed to guiding our clients to financial freedom.

A COMPREHENSIVE APPROACH

When it comes to planning for your financial future, it's not simply about investing; that is only one of the many paths on your journey. We take a unique, comprehensive approach, including sound financial planning, institutional investment solutions, tax reduction strategies, and historically proven estate and legacy planning concepts.

FIDUCIARY

A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. This means we are legally obligated to offer guidance that will best serve our clients’ interests. We choose to abide by the fiduciary standard and are SEC registered.

BEST-IN-CLASS- RESOURCES

We understand the attention your success needs and deserves, so we have hand selected what we have determined are best-in-class, institutional solutions as well as other proprietary resources to stand alongside us and help our clients achieve success.

FEE-BASED, PERSONALIZED GUIDANCE

We offer detailed financial life goal planning and tracking, investment risk management, institutional allocation and diversification of assets, retirement income planning as well as tax planning and optimization.

100% INDEPENDENT AND PRIVATELY-HELD

As a Nevada family-owned firm, we believe you have the right to fiduciary-based guidance. No in-house proprietary funds and no brokers, just a caring and trustworthy team that is here to guide you down the right path and make you feel like a valued partner, not a transaction.

For advisory services and for disclosure information please visit our website www.cornerstoneway.com.