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Cornerstone Wealth Management.




The company’saim is to help you reach your financial goals and meet your investment objectives by providing a unique and tailored approach that includes comprehensive management of your investments, taxes, insurance needs, retirement planning, and estate planning.

The Company uses a proven sequence of steps that yield dependable results to help you achieve your financial goals by assessing your financial status, Determining your financial objectives, Designing a plan to meet your financial objectives, Presenting the plan for your approval, Implementing the plan, Monitoring the progress of the plan, Adjusting the plan for any changes in financial status, objectives and market conditions.

Cornerstone will ensure that each of the following financial needs is handled by a qualified professional which helps to Comprehensive tax planning, Advanced estate planning, Philanthropic and charitable planning, Real estate acquisition, sales, property management, and financing, Private business management consulting, Accounting services, Bill paying services and Other financial needs as required.

Their philosophy is, your success ensures their success. To that end, they offer a special compensation arrangement to interested clients. You will have the option of paying for management services based on the profits generated by your investment portfolio. In other words, they will only be paid a management fee if they generate a profit for you an arrangement sometimes referred to as a value added fee.

Their Investment Banking Division works with companies seeking capital infusion for startup or expansion.  If you are interested in allocating a portion of the aggressive growth sector of your portfolio to Venture Capital, this division will play an important role in that investment.

They realize your financial interests and needs are unique to your specific situation. They are confident that, upon further investigation, it will become apparent why so many clients have selected Cornerstone to help them manage their financial affairs, safeguard their assets, and maximize their returns. Consequently, they invite you to give them a call to set up a no cost, no obligation introductory consultation.

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