Working for You

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.

What is Wealth Management?

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:

Who We Serve

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.

<strong>Young</strong><br /><strong>Professionals</strong>

Young
Professionals

Meet Mike & Katie
<b>Established<br />Entrepreneurs</b>

Established
Entrepreneurs

Meet Rachel
<b>In or Nearing<br />Retirement</b>

In or Nearing
Retirement

Meet Dan & Nancy
<b>Suddenly<br />Single</b>

Suddenly
Single

Meet Margaret

Foundational Planning Process

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.

What to Expect

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.

The Elephant in the Room: Cost

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.

Have a Question?

Thank you!
Oops!

Learn How to Stay Calm Amidst Market Volatility

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.



Thank you! Oops!