Cornerstone Wealth Strategies | Tri-Cities Kennewick, WA

Your Vision. Our Guidance.

Your Vision.
Our Guidance.

Working together every step of the way.

NATIONALLY RECOGNIZED

Forbes

Barron's

LPl Financial

Team Based Approach

We believe that we can provide the greatest value to our clients through a team approach. With few exceptions, team members are interchangeable so that we can provide depth, accessibility, and timely service. We want you to feel confident that multiple people at Cornerstone can address any concern, question, or need that you have.

Simple Fees

We believe that our clients’ experience should be simple and that includes our transparent fee structure. There is no fee to become a client, no fee to leave, just a single transparent fee for services while our clients are with Cornerstone.

Holistic Planning

We believe that our clients are best served when we can provide them a holistic approach to planning for the future. To achieve this, we consider the combination of retirement, estate, education, business, and tax planning. By utilizing this method, we are able to adjust plans as clients’ needs change, working towards a more reliable and accurate plan.

Team Based Approach

Simple Fees

Holistic Planning

The Foundation of Your Financial Future

Cornerstone Wealth Strategies was founded on the principle that a comprehensive financial plan is the most important part – the cornerstone – of your financial life. Building upon a solid foundation allows you to pursue your goals and dreams, while knowing that you have prepared for the future. The services that Cornerstone offers act as building blocks in creating your plan.