Have you ever been given an opportunity to loan someone money at an attractive interest rate? Driven by the prospect of higher “guaranteed” returns, prospective lenders sometimes look to opportunities…
Despite some misleading assertions to the contrary, trusts are not the solution for every estate plan. Trusts come with baggage and the person setting up the trust (herein the “parents”)…
The end of the year marks the time when many people are doing two things simultaneously. First, they are deciding how much (or how much more) they can afford to…
Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other charity) is often a goal for a couple…
Managing and preserving hard-earned wealth is a priority for many individuals. However, the specter of potential creditors looms ominously, ready to lay claim to our assets at any moment. Whether…
Often times business owners go down the path of selling their business ill-equipped. Perhaps the owner has built a thriving business and rightfully pats himself on the back for his…
A parent can structure a gift of $1M to a child today such that neither the child nor the parent will pay any tax. A common misconception is that a…
On April 23rd of this year, the Federal Trade Commission (FTC) issued a final rule banning non-compete agreements throughout the nation. In 2020, Washington state enacted its own prohibitions on…
Let’s assume you are ready to sell your business and you are reviewing two competing offers, both compelling in their own way. The first offer is for an all-cash payment…
Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be…
© Copyright 2024. All Rights Reserved.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Cornerstone Wealth Strategies is not registered as a broker-dealer or investment advisor.
* Beau Ruff, J.D., LL.M in Taxation, is a licensed, not practicing, lawyer
Click below to access Cornerstone’s disclosure documents:
– Client Relationship Summary (CRS)
– Disclosure Brochure
– Wrap Fee Brochure
– Privacy Policy
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
AZ, CA, CO, FL, ID, KS, MT, NM, OR, SC, TX, UT, WA
Cameron is a Wealth Advisor who has been in the finance industry since 2008 and joined Cornerstone in 2020. He works with individuals and families as well as small business owners to help them pursue financial freedom through individualized financial planning. As Trader, Cameron also assists the team with investment analysis and portfolio construction, as well as the processing of trades and money transactions for our clients. Cameron enjoys having conversations with our Spanish-speaking clients.
Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012. He holds he Series 7 registration through LPL Financial, and the Series 66 registration through both LPL Financial and Cornerstone Wealth Strategies.
Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking or taking pictures with his drone.
