What does financial freedom mean to you? At Cornerstone Wealth Management, we know that your vision of the future is as unique as you are. Only you can define it. Once you envision it, we create and implement a custom plan to help you attain it. On your terms. With no hidden agendas.
That means we don't push investment packages. We're not tied to any brokerage-promoted investments. Every plan we develop is customized to each client's circumstances, goals, and objectives. We are independently owned and can approach your needs objectively. We typically use a family office approach to manage our clients' financial and investment needs, which employs a more sophisticated and diversified strategy to manage wealth.
Like the custom builder who creates your dream home, we carry out your wishes to help choose what's best for you. We offer traditional investments, such as stocks, bonds, and cash equivalents. We also offer private-exclusive investments* (with a special focus on real estate) that have the potential to produce higher returns while lowering risk in the overall portfolio. This level of diversity can enhance your financial future for years to come.
We are happy to work alongside any trusted advisors with whom you are currently involved for estate or tax planning, charitable giving, and more. If you are in need of this expertise, we can involve an expert from one of our many strategic alliances.
What matters most to you? We invite you to contact us for a no-cost, no-obligation meeting to explore your definition of financial freedom. Come discover how we've helped many satisfied clients define and attain true wealth on their terms.
Chris L. Meacham, CPA, PFS
President & CEO
*See Disclosure page