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 objective 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.
A Message From The Cornerstone Team
All the advisors at Cornerstone have a story about their early calling to investing that we hope to share with you. We each started with a fascination of the markets that has evolved into a passionate business pursuit. Our entire team is enthusiastic and passionate about our business, and especially our clients.
For almost two decades it has been our ultimate goal to add value to the people we serve, both in and out of the markets. By partnering with LPL Financial, the largest independent Broker/Dealer in the country*, we have increased our financial planning capabilities and portfolio of financial options. We have continued to find new and innovative ways to serve our valued clients. To this point we are one of the select financial planning firms in Eastern Washington with an attorney on staff. This has allowed us to not only be experienced in traditional retirement and investment planning but also estate, business, and tax planning.
Our goal is to exceed your expectations for a wealth management firm. We delight in serving our clients and their families, and we are pleased to be our clients’ first call for counsel when life throws a curveball.
We hope that you are always completely satisfied with your partnership at Cornerstone. If there is anything you feel that we can do for you to make your experience better, our door is always open, and we welcome the conversation.
The Cornerstone Team
* As reported by Financial Planning magazine, June 1996-2019, based on total revenue. Cornerstone Wealth Strategies and LPL Financial do not provide legal advice or services.