KENNEWICK, WA — August, 2020 – Matthew Riesenweber at Cornerstone Wealth Strategies in Kennewick, Washington was recently recognized as one of Forbes 2020 Next-Gen Advisors. Featured advisors are all under 40 and, according to Forbes, represent the future of the wealth management industry.
According to Forbes, advisors were selected based on insights from SHOOK Research™, which compiles quantitative and qualitative data. Advisors must have been born after 1981 to qualify for the award*, and were evaluated using a variety of criteria, such as service model, experience, client retention and amount of assets they serve in support of their clients. Read the full report here.
“On behalf of LPL, I congratulate Matt for the extraordinary work he does each day that has led to this esteemed industry recognition,” said Andy Kalbaugh, LPL Financial managing director and divisional president, National Sales and Consulting. “The demand for financial advice continues to rise, with investors increasingly seeking objective advice from an independent financial advisor. Matt demonstrates the important role advisors play in support of today’s investor as well as the opportunity the independent model presents to build a business with lasting value. We are proud to be Matt Riesenweber’s partner and wish him continued success.”
Matt Riesenweber is based in the Tri-Cities and provides a full range of financial services, including retirement and financial planning, and money management. This recognition represents the efforts of Matt Riesenweber, Matt Wiser, Joel Ockey, Beau Ruff and the entire Cornerstone team and, most importantly, the remarkable relationships and results they strive to achieve for their clients.
LPL is the nation’s largest independent broker-dealer** and a leader in the retail financial advice market, providing resources, tools and technology that support advisors in their work to enrich their clients’ financial lives.
About Cornerstone Wealth Strategies
Cornerstone Wealth Strategies is an independent, full-service financial planning firm committed to providing custom strategies designed to work towards financial security to individuals, families, and business owners. As independent representatives of LPL Financial, the team at Cornerstone Wealth Strategies provides objective fee-based advice and services including hands-on financial planning, proactive investment management, individual and business retirement consulting, estate planning, and insurance. Our wealth advisors have three decades of combined experience helping individuals in the Tri-Cities communities work towards their financial goals.
About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail financial-advice market and the nation’s largest independent broker-dealer**. We serve independent financial advisors, financial professionals and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset-management solutions.
**Based on total revenues, Financial Planning magazine June 1996-2020
LPL Financial, Cornerstone Wealth Strategies and Forbes are not affiliated entities.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Cornerstone Wealth Strategies, Inc., a registered investment advisor and separate entity from LPL Financial.
