October, 2021 – Matthew Riesenweber at Cornerstone Wealth Strategies in Kennewick, WA was recently named among 2021 Forbes Top Next-Gen Wealth Advisors. Advisors featured on the list are all under 40 and, according to Forbes, represent the future of the wealth management industry.
“On behalf of LPL, I congratulate Matt for his dedication to supporting the comprehensive needs of his clients,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “Matt represents the next generation of advisors leading our industry forward, who are committed to making positive impacts in their clients’ lives. We are proud to be a supporting partner to Matt and wish him continued success.”
Selected from nearly 4,000 nominations, advisors recognized in the Forbes Next-Gen Wealth Advisors list were selected based on insights from SHOOK Research, gained through an algorithm of qualitative criteria and quantitative data. Advisors were judged on criteria such as service model, industry experience, revenue trends, client retention and assets under management*. See the complete list of Forbes 2021 Top Next-Gen Wealth Advisors.
Cornerstone Wealth Strategies provides a full range of financial services, including retirement and financial planning and investment management. At the end of September 2021, Cornerstone Wealth Strategies served over $1 Billion in brokerage and advisory assets. This recognition represents the efforts of Matt Riesenweber, Matt Wiser, Joel Ockey, Beau Ruff, Cameron Burch, and the entire Cornerstone team and, most importantly, the remarkable relationships and results they strive to achieve for their clients
Riesenweber is an independent financial advisor affiliated with LPL Financial, a leading wealth management firm and Fortune 500 company.
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 (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader** in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
**Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021
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.
Throughout this communication, the terms “financial advisors” and “advisors” include registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC, an SEC registered broker-dealer and investment advisor.
LPL Financial, Forbes, SHOOK Research and Cornerstone Wealth Strategies are not affiliated entities.