Investment Management

We are strong advocates of a well-rounded approach to our clients’ finances. We offer investment management that is tailored in conjunction with financial planning to provide appropriate strategies that seek to achieve clients’ short and long-term goals. Our team works to develop a thorough understanding of each client’s risk tolerance, investment goals and time horizon in order to create a customized investment portfolio.

Our team will make tactical adjustments to investment portfolios as dictated by the current state of financial markets. As an independent firm, Cornerstone Wealth Strategies has no proprietary products to sell or sales quotas to meet. This gives our clients the freedom to select from a broad array of investment products. Through our relationship with LPL Financial, the nation’s largest broker-dealer*, an RIA custodian and a wholly owned subsidiary of LPL Financial Holdings, Inc. (NASDAQ: LPLA), we have access to a variety of tools, resources and technology that enables us to offer our clients objective investment recommendations.

*As reported in Financial Planning magazine 1996-2017, based on total revenues.