DISCLOSURE INFORMATION - Overview

 

See specific disclosures at bottom of page.


This site is only intended for clients and interested investors residing in states and countries in which Cornerstone Wealth Management, LLC (Cornerstone) is qualified to conduct investment advisory services.


The information contained on this site may not reflect current developments, does not constitute tax or legal advice, and should not be relied upon for such purposes. Cornerstone does not control, monitor or guarantee the information contained in links to other external web sites, and does not endorse any views expressed or products or services offered therein.


Cornerstone is a registered investment adviser. Cornerstone may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Cornerstone’s web site is limited to the dissemination of general information pertaining to its investment advisory services.

 

Please contact Cornerstone at 858-676-1000 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Cornerstone does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Cornerstone representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

 

Additional disclosure information: