CORNERSTONE WEALTH STRATEGIES ADDS VETERAN ESTATE PLANNING ATTORNEY
Local financial planning firm welcomes Planning and Operations Coordinator Beau Ruff, will add expanded estate and tax planning to suite of holistic planning services
Kennewick, Washington—February 01, 2016—Cornerstone Wealth Strategies, a full-service independent financial planning firm based in Kennewick, Washington, proudly announces the addition of Beau James Ruff to its firm. An experienced estate planning attorney, Ruff will be working with Cornerstone Wealth Strategies to expand their holistic financial planning services to include comprehensive estate planning and more.
Cornerstone Wealth Strategies currently offers clients within the Tri-Cities community a range of services to include retirement planning, financial planning, investment management, estate planning, and insurance and annuities. The addition of Ruff to their team will allow the firm to expand the services that they offer, particularly to high-net-worth individuals looking for more comprehensive estate, business and taxation planning. The firm plans to marry their current high-end investment management and comprehensive retirement planning services with these new offerings to create a more holistic experience for clients.
“Beau has been a resource to our clients for many years and we’ve always admired his style and skill,” said Matt Riesenweber, CFP®, CMFC, Wealth Advisor and President of Cornerstone Wealth Strategies. “As a highly knowledgeable estate planning attorney in the Tri-Cities area, we know he will help to elevate the level of financial planning that we’re able to provide our clients.”
Beau has practiced law since 2003. In 2008 he joined Kennewick’s Leavy, Schultz, Davis & Ruff, P.S., where his focus was primarily in estate planning, real property, probate, trusts and business planning, and assisting clients with sophisticated tax planning to minimize federal and state tax liability. Ruff earned his Juris Doctor from Gonzaga University School of Law in 2003 and went on to receive his Master of Laws in Taxation from University of Washington School of Law in 2008.
Ruff has been a member of the Tri-Cities community for nearly his entire life. Much like the rest of the Cornerstone Wealth Strategies team, Ruff is active in our community. He is currently Chairman of the Kennewick Planning Commission; President of the Tri-Cities Estate Planning Council; a contributor to the Kadlec Foundation End of Life Planning; a member of the Washington State Bar Association; and the past President of the Benton Franklin Counties Bar Association. In addition to his work in our community, Ruff served in the U.S. Army including a tour in Iraq for which he was awarded the Bronze Star. He continues to serve in the Army Reserve as a Major in the J.A.G. Corps.
The Cornerstone Wealth Strategies team also includes Matt Wiser, Vice President and Wealth Advisor; Winette Riesenweber, Operations Manager; and Client Service Specialists Joelle Nies, Nicole Schumacher, and Sandra Bellinger.
About Cornerstone Wealth Strategies
Cornerstone Wealth Strategies is an independent, full-service financial planning firm committed to providing custom strategies designed to pursue financial security to individuals, families and business owners. The team at Cornerstone Wealth Strategies provides unbiased fee-based advice and services, including hands-on financial planning, proactive investment management, individual and business retirement consulting, estate planning, and insurance and annuities. Riesenweber and Wiser have more than two decades of combined experience helping individuals in the Tri-Cities community work towards their financial goals. For more information, please visit www.cornerstonewealthstrategies.com.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the financial advice market and serves $485 billion in retail assets. The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and more than 700 banks and credit unions. LPL Financial is the nation’s largest independent broker-dealer since 1996 (based on total revenues, Financial Planning magazine, June 1996-2015), is one of the fastest growing RIA custodians with $105 billion in retail assets served, and acts as an independent consultant to over an estimated 40,000 retirement plans with an estimated $120 billion in retirement plan assets served, as of March 31, 2015. In addition, LPL Financial supports approximately 4,300 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have 3,352 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
* As reported in Financial Planning Magazine, 1996-2015, based on total revenue.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Cornerstone Wealth Strategies, a registered investment advisor and separate entity from LPL Financial.
Leavy, Schultz, Davis & Ruff is not affiliated with Cornerstone Wealth Strategies or LPL Financial. – Cornerstone Wealth Strategies and LPL Financial do not offer legal or tax services.