Who We Are

Trust Integrity Objectivity

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 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. Our wealth advisors have more than two decades of combined experience helping individuals in the Tri-Cities communities work towards their financial goals.

Our Unique Process

Learn more about our unique process and how we work with clients here.