Spring 2013

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Cornerstone Team Notes

Cornerstone Employee Milestones

We’d like to congratulate and thank Vivean Smith who will hit her 8-year anniversary with Cornerstone in May. We will also celebrate the 7-year anniversary of Julie Ricks in June. We are thankful for their hard work and dedication to the Cornerstone team and clients. We are truly blessed that they are both part of our team.


Rancho Santa Fe

Office Opening

We are pleased to announce the opening of an office in Rancho Santa Fe to better serve our clients. We welcome you to join us at the official Open House on either of the following dates:

May 7, 11am-2pm

May 9, 4:30pm-7:30pm

6105 Paseo Delicias, 6-C

Rancho Santa Fe, CA 92067

March Madness Event

We’d like to thank everyone who attended the March Madness basketball event at the Meacham home while Chris and Lesley were away. Everyone enjoyed some excellent burgers and basketball. Well, the basketball part depends on who you were rooting for. We look forward to similar events later in the year. Hope you can join us.


Vivean goes to London

Vivean is currently sightseeing in London with her son. Obviously missing the San Diego warmth and sunshine, here she is in front of Westminster Abbey.


Disclosures: This commentary is submitted for the general information of Cornerstone Wealth Management, LLC clients and may not be distributed to other individuals. This commentary is not deemed to be investment advice and information contained herein may not be current. An investor should consider the investment objectives, risks, charges, and expenses of each investment carefully before investing. For more complete information, you may contact us at 858-676-1000. Past performance is no guarantee of future results. Individual performance may vary and investment performance numbers may not be audited.