508 Ouachita Avenue
Clear Guidance. Comprehensive Strategies. Trusted Partner.
We help clients by providing investment management, guidance toward a customized portfolio, designing a comprehensive plan for their overall wealth management needs.
As an independent advisor, Cornerstone Capital Management aligns its services and investment recommendations completely in your best interests.
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 1996-2019, 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 achieve those goals.
Simple enough, right? Well, to put it simply: We help people avoid making mistakes with their money.
Here’s how we think about 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.
We start with your distinct situation and work from there. Your financial plan is customized based on where you are now and what you want for the future.
When you become a client, we get a lot done quickly. But it doesn’t end there. We are continually reviewing your plan to make sure you’re covered now and in the future.
This timeline serves as an example and can be adapted to fit your needs.
Let’s not beat around the bush – we know some people think “wealth management” sounds pricey. But our goal is to help as many people as possible find confidence in their financial future. We offer a variety of service options, so you can pick what works for you. Consider it an investment in your future.
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.