Who We Are

We are a team of experienced financial professionals passionate about delivering the best outcomes for our clients.

Our Firm

Since 1994, Cornerstone Wealth Advisors has been committed to providing tailored wealth management solutions to our clients across the country. We believe that a team-based approach is the most effective method to serve our clients unique needs and deliver the best outcomes. As an independent and employee owned firm, we work only for our clients, not for shareholders.
Independent
As an independent firm, we have full access to investment solutions across the industry.
Experienced
Our advisors have a combined 86 years of investment experience.
Fiduciary
As a trusted fiduciary, we work only on behalf of our clients’ and their best interest.
Nationwide
Offices in Trinity, FL and Denver, CO, serving clients in 33 states across the country.

Our Team

Charles "Chuck" Walker, CFP®, AIF®

President

Michael "Mike" Quattrochi, CFP®

Vice President

Chase Walker, CIMA®️

Vice President

Scott Papes, CFP®, AIF®, CEP®

Vice President

Kim Corrigan

Director of Client Services

Jeanene MacLean

Registered Client Associate

Exceptional Industry Credentials

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The CERTIFIED FINANCIAL PLANNER™ designation is considered the gold standard for financial planning. Team members who have completed this rigorous program meet strict education, training and ethical standards, and are committed to serving their clients' best interests.
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The Certified Investment Management Analyst® (CIMA®) designation is a professional certification for financial advisors and investment consultants in advanced portfolio construction. It focuses on investment management topics such as portfolio theory, asset allocation, and risk management techniques.
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The Accredited Investment Fiduciary (AIF®) designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards.

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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