cornerstone wealth management llc

Key Takeaways

• Cornerstone Wealth Management LLC provides personalized financial planning and investment services.
• The firm prioritizes understanding each clients unique goals and needs.
• Clients benefit from a comprehensive range of services, including investment management, financial planning, and tax and estate planning.
• Cornerstone partners with LPL Financial to offer advanced resources and technology.
• The firm is committed to transparency, minimizing unnecessary fees, and managing risks effectively.

Our Firms Legacy and Values

History and Formation

For over 85 years, we have been helping our clients focus on the accumulation, preservation, and distribution of wealth. We believe in a strategic process that coordinates past, present, and future financial decisions for you and your business. Formed in 1934 during the Great Depression, our firm survived our nation’s most challenging economic times and went on to become a great success story in the financial services industry.

Core Values and Mission

We are dedicated to providing our clients with exceptional results, integrity, and value. Our mission is to conduct a comprehensive and detailed analysis of all your assets, income streams, and commitments. We evaluate your current financial situation and measure the costs, risks, and benefits of staying on that course. We seek to be strategic with cash flow, maximize your savings, protect your assets, and pursue long-term financial prosperity.

Client-Centric Approach

Our client-centric approach ensures that we focus on your unique needs and goals. We believe in building strong relationships and providing personalized solutions. Our team is committed to understanding your financial objectives and crafting strategies that align with your vision for the future.

Comprehensive Wealth Management Services

Investment Management

We offer investment management services to help you grow your wealth. Our team works with you to create a personalized investment plan that fits your goals and risk tolerance. We manage your investments actively, making adjustments as needed to keep you on track.

Financial Planning

Financial planning is at the heart of what we do. We help you plan for the future by setting financial goals and creating a roadmap to achieve them. This includes retirement planning, education planning, and more. Our goal is to simplify your financial life and give you peace of mind.

Tax and Estate Planning

Proper tax and estate planning can save you money and ensure your assets are distributed according to your wishes. We work with you to develop strategies that minimize your tax burden and protect your wealth for future generations. This includes creating wills, trusts, and other estate planning documents.

Tailored Investment Strategies

Long-Term and Short-Term Purchases

We offer both long-term and short-term investment options to meet your financial goals. Long-term investments are designed to grow your wealth over many years, while short-term investments can provide quicker returns. Our team helps you balance these strategies to fit your personal needs.

Trading and Short Sales

Our trading services include buying and selling stocks to take advantage of market movements. Short sales allow you to profit from declining stock prices. We use advanced tools and research to guide these decisions, aiming to maximize your returns while managing risks.

Option Writing

Option writing involves selling options contracts to generate income or hedge against potential losses. This strategy can be complex, but our experts are here to help you understand and implement it effectively. We focus on creating a balanced approach that aligns with your overall investment plan.

Our tailored investment strategies are designed to help you achieve your financial goals while managing risks and maximizing returns.

Client Engagement and Financial Blueprint

Understanding Client Goals

At Cornerstone Wealth Management LLC, we listen carefully to your unique goals, concerns, and objectives. This helps us create a financial blueprint that provides lasting value. We look beyond your basic financial needs to uncover what’s important to you. By recapturing what may be falling through the cracks in unnecessary fees, risk, or tax exposure, we protect you against what makes you vulnerable and capitalize on desired opportunities.

Creating a Financial Blueprint

Our advisors work to understand what you have and what you want, so they can design a plan that puts you on course toward your dreams. With the right plan in place and the right advisor by your side, you can feel confident that all the pieces of your financial life are working together.

Ongoing Client Support

Dedicated advisors at Cornerstone Wealth Management LLC put their clients first. Relationships are built on trust and transparency, so you can see clearly the path to take on the way to your ideal future. We are committed to providing objective guidance and putting the needs of our clients first.

Our commitment to clarity ensures that you always understand the steps we are taking to secure your financial future.

Partnership with LPL Financial

Resources and Technology

Our partnership with LPL Financial provides us with access to detailed research from an experienced team of professionals. This collaboration allows us to offer a wide range of investment strategies and non-proprietary investment products. We enjoy access to detailed research from an experienced team of professionals and a wide range of investment strategies and non-proprietary investment products.

Securities and Advisory Services

Securities are offered through LPL Financial, a member of FINRA/SIPC. Investment advice is provided by Cornerstone Wealth Management, a registered investment advisor. Its important to note that Cornerstone Wealth Management and its DBAs are separate entities from LPL Financial.

Compliance and Regulation

LPL Financial ensures that all transactions and business activities comply with regulatory standards. The registered representatives associated with our firm can only discuss and transact securities business with residents of states where they are properly registered or licensed. This ensures that all our operations are within legal boundaries and maintain the highest standards of compliance.

Background and Leadership

Founding and Leadership Team

Cornerstone Wealth Management was established in 2005 by Joe Keifer and Greg Shoemaker. Joe serves as the managing partner, while Greg is the principal and CEO. Their leadership in a complex financial marketplace has been a constant since the firms inception.

Ownership Structure

The ownership of Cornerstone is shared between Joe Keifer, Greg Shoemaker, and various employees. This structure ensures that the firms success is closely tied to the dedication and hard work of its team members.

Industry Recognition

Cornerstone Wealth Management has earned recognition in the industry for its client-focused approach and comprehensive wealth management solutions. The firms commitment to excellence has made it a trusted name in the financial sector.

At Cornerstone, the constant is our culture of providing leadership in a complex financial marketplace. In 2016, as a commitment to our employees and our clients, the firm ...

Risk Management and Fee Transparency

Minimizing Unnecessary Fees

At Cornerstone Wealth Management LLC, we believe in transparent fees. Our fees are based on the assets we manage for you, not on your household assets. This means we dont charge for savings or CDs held at other institutions. We get paid for the work we do for you.