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.
Letter from the President
I started investing when I was 11 years-old with proceeds from my paper route. It started as a fascination with the markets and evolved into a passionate business pursuit. Since I started investing and subsequently pursued my education, I have never lost my enthusiasm or passion for the business.
In 2004, my client base had grown to the point that it became clear to me that I needed the support of a team that shared the same values and vision. It was that year that I added my mother as my Operations Manager (a seemingly strange, but highly successful, partnership). In 2007, Matt Wiser joined as our Vice President after finishing his MBA. As time has passed, we have continued to grow and to expand our team.
My team and I left Waddell & Reed in 2015 to become an independent financial planning firm. We did it because we believe it would to be more advantageous for our clients in that it enables us to add substantially more value to the people we serve. 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. And, we have continued to find new and innovative ways to serve our valued clients. To this point we added Beau Ruff to the team in 2016. This has allowed us to not only be experienced in traditional retirement and investment planning but also estate, business, and tax planning.
We hope that you are always completely satisfied with our distinct offerings. If there is anything you feel that we can do for you to make your experience better, my door is always open and I welcome the conversation.
*As reported in Financial Planning magazine 1996-2017, based on total revenues.
Matthew Riesenweber, CFP® CMFC®
President & Wealth Advisor
Cornerstone Wealth Strategies