When people come together and vow to spend the rest of their lives together in wedded bliss, they sometimes bring to the relationship a child or children from a previous…
Non-retirement investment accounts are often set up with wealth management firms. When the account is set up, there is an option to put a beneficiary designation on the account and…
In most families, the parents dream of leaving a legacy to their children. Of course, the parents want to create a legacy in terms of intrinsic family values and ethics…
Washington state estate tax got you thinking of moving away? Maybe other things have you thinking of relocating and the estate tax is just the straw that broke the camel’s…
One of the challenges facing an individual that owns property outside of his or her state of residence is the fact that a person’s estate generally must go through probate…
As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose a multi-pronged approach to utilize tax-advantaged 529 plans,…
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time protect your vision for the ultimate distribution of…
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment…
In the world of property privacy planning, it would be nice if a single solution existed to protect a person and his or her assets from the preying eyes of…
One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets like retirement accounts and life insurance. The beneficiary…
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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
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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.
