Cornerstone Wealth Partners is a financial planning firm that specializes in advising, investing, and insuring. It is both our passion and goal to provide our clients with the necessary level of service while executing these plans. We are seeking ongoing relationships with clients understanding that managing individual's life savings is a continuous process.
Our firm is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with targeted, comprehensive financial advice and portfolio analysis - delivered with the highest level of personal service and professional integrity. Whether you're an individual seeking tax-deferred growth or a business owner wanting to offer employees an attractive benefit, we can help you navigate the complex choices available to you.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S.registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: FL, NJ, NY, PA, TX, VA.
Please note that not all of the investments and services mentioned are available in every state.
STRATEGY AND OPERATION
Our strategy depends on our clients needs. We understand every financial situation is unique. Our strategy consists of whichever path seeks to improve your current financial status.
Our focus is your future. Each and every financial plan according to your goals is different. We aim to understand your current financial situation and identify where you need to be. We utilize that information to execute financial plans through investing, advising, and insuring.