We believe that we can provide the greatest value to our clients through a team approach that consists of dedicated advisors, planners, and support staff. Cornerstone clients build relationships with many team members who specialize in unique areas to support their financial success.
Clients typically meet with one Wealth Advisor on a regular basis, but any of our advisors can assist as needed. Clients will also spend time with our dedicated Financial Planner to implement, review, and revise financial plans and goals, working together with the Wealth Advisor and the Advanced Planner.
As a benefit of joining Cornerstone, our clients can meet with our Advanced Planner to work on estate planning with the goal of preserving, protecting, and/or passing wealth to the next generation. The collaboration of the advisors, planners, and clients is made possible by our dedicated support staff who work together to facilitate administrative and operational processes.
We believe that we can provide the greatest value to our clients through a team approach that consists of dedicated advisors, planners, and support staff. Cornerstone clients build relationships with many team members who specialize in unique areas to support their financial success.
Clients typically meet with one Wealth Advisor on a regular basis, but any of our advisors can assist as needed. Clients will also spend time with our dedicated Financial Planner to implement, review, and revise financial plans and goals, working together with the Wealth Advisor and the Advanced Planner.
As a benefit of joining Cornerstone, our clients can meet with our Advanced Planner to work on estate planning with the goal of preserving, protecting, and/or passing wealth to the next generation. The collaboration of the advisors, planners, and clients is made possible by our dedicated support staff who work together to facilitate administrative and operational processes.
WEALTH ADVISORS
Each of Cornerstone’s Wealth Advisors are experienced in helping clients pursue their financial goals. Because of our team approach, each of our advisors are able and equipped to work with you on:
· Retirement Planning
· Portfolio Analysis
· Asset Management
· Economic Outlook
· Trades & Transactions
· Educational & Informational Seminars
Joel Ockey | Matt Riesenweber, CFP®
Matt Wiser, MBA | Cameron Burch
Joel
Ockey
Matt
Riesenweber, CFP®
Matt
Wiser, MBA
Cameron
Burch
FINANCIAL PLANNER
Tyler works in conjunction with your Wealth Advisor to prepare, update, and present your financial plan. He can also help in a variety of ways depending on your stage of life, including determining your path to retirement and assisting in cash flow planning.
· Setting Financial Goals
· Cash Flow Analysis and Withdrawal Strategies
· Investment Planning and Risk Analysis
· Retirement Planning and Modelling
· Education Saving Strategies
· Social Security Optimization
ADVANCED PLANNER
As Director of Planning, Beau is available to review your estate or business planning needs. He can help you design an estate plan, work with your attorneys and accountants, and provide recommendations to help remove the confusion from complex financial and legal matters.
· Wills & Trusts
· Powers of Attorney
· Probate
· Business Planning
· Asset Protection
· Charitable Giving
Cornerstone Wealth Strategies and LPL Financial do not provide legal advice or services.
SUPPORT TEAM
Administrative Team Lead
Operations Consultant
Operations Team Lead
Client Service Specialist
Operations Specialist
Operations Specialist
The Cornerstone Support Team is often your first and most regular interaction at Cornerstone. Each member is qualified to assist or quickly connect you to the right person to address your need. Our support team is made up of two departments: Administrative and Operations.
Administrative
· Scheduling Appointments
· Account View Support
· Wealth Vision Support
· Event Planning
· Marketing & Communications
· Technology
Operations
· Money Requests
· Account Set-Up & Maintenance
· Trading
· Retirement & Pension Liaison
· Employer Plan Maintenance
· Process Tracking
SUPPORT TEAM
Administrative Team Lead
Operations Team Lead
Client Service Specialist
Operations Specialist
Operations Specialist
Operations Consultant
The Cornerstone Support Team is often your first and most regular interaction at Cornerstone. Each member is qualified to assist or quickly connect you to the right person to address your need. Our support team is made up of two departments: Administrative and Operations.
Administrative
· Scheduling Appointments
· Account View Support
· Wealth Vision Support
· Event Planning
· Marketing & Communications
· Technology
Operations
· Money Requests
· Account Set-Up & Maintenance
· Trading
· Retirement & Pension Liaison
· Employer Plan Maintenance
· Process Tracking
