What We Do
At Cornerstone Wealth Advisors, we focus on building deep relationships with our clients which enables us to provide personalized advice to help them make well-informed financial decisions.
Comprehensive Financial Planning
Focused On YouA well-designed and intentional financial plan is critical to achieving your goals and maximizing your Return on Life.
We focus on connecting all the components of your family’s financial picture, and provide customized recommendations for steps needed to provide the best outcomes. Our comprehensive planning includes:
Asset Aggregation
Our online planning portal compiles all of your assets and liabilities into one simple platform. You con see your current Net Worth with a breakdown of the value of your assets, including Investments accounts, reol estate, insurance values. and other valued personal property.Legacy and Estate Planning
We inventory your important estate planning documents and discuss your legacy goals. We identify all applicable individuals involved in the estate and review how the assets will be transitioned upon death.Tax Planning
We look at your current income situation and identify opportunities for how contributions and deductions should be made effectively. This can include evaluating current retirement savings deductions and maximizing potential contributions to tax-deferred and tax free accounts.Insurance Analysis
We evaluate any current individual and employer-provided life insurance coverage and what financial risks your family would be exposed to in the situation of premature passing.Income and Cash Flow Planning
We discuss your current income and expenses to determine how surplus income is spent and where shortfalls may exist. Additionally, we assess income needs once retirement begins, how much social security benefits will be received, and what decisions need to be made in the working years to meet the income needs in retirement.Investment Evaluation
During our Investment evaluation, we consider on the above information and your risk tolerance and compare them to your current investment portfolios. We review the asset allocation, tax. implications, and income attributes to see how they'll contribute to your current and long-term goals.Since we know goals and family situations change, our plan development and ongoing monitoring is designed to be dynamic in order to accommodate all of life’s potential curveballs.
Investment Management
Your Money At Work for YouAs a trusted investment fiduciary, we work on behalf of our clients to build managed investment portfolios designed to meet their needs and achieve their goals.
We view portfolio construction through multiple lenses to align investment selection and asset allocation with our clients’ objectives. Personalized
We tailor investment strategies to meet your unique circumstances, ensuring your portfolio reflects your risk tolerance, time horizon, and life objectives.Diversified
Our approach emphasizes a well-balanced mix of assets with exposure to different sectors of the markets in order to mitigate risk and optimize returns.Strategic
By employing a disciplined, research-driven process, we craft forward-looking portfolios that can be nimble during changing market and economic cycles.Risk Aware
We assess your ability, need, and desire to take certain risks and align investment strategies to the level of risk that is most appropriate for your situation.Tax Efficient
We structure and manage your investments to minimize tax liabilities and enhance overall after-tax returns to help you retain more of your wealth.As fiduciaries, our management fees are structured as a percentage of your household assets under management, allowing us to make decisions and adjustments that are solely in our clients’ best interest.
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
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Get In Touch With Us
Whether you have questions about our services, need assistance with a specific challenge, or just want to share your story, please reach out. Fill out the form below and one of our team members will get back to you as soon as possible.
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