Cornerstone Wealth Advisors is a Registered Investment Advisory firm providing wealth management services to business owners, retired seniors, executives, and other individuals who need a game plan for the second half of their lives and a coach to help them navigate the pitfalls of retirement.
Our client relationship begins with a financial roadmap which is built upon each individual’s personal values and objectives.
If you are a sports fan, you know the value of a good coach and a good game plan. You also know that the game plans often change as the game unfolds. The game plan for the first half is usually not the game plan you will need for the second half. In the game of life, that is almost always true. You must frequently make mid-course corrections.
- Affluent Families
- Medical Professionals
- Small Business Owners
- Executives in Transition
- Women in Transition (Divorce or Loss of Spouse)
- Retired Seniors