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Joseph S
Series 63, Series 66
San Francisco, CA
Cornerstone Wealth
Joseph Sweeney III is a financial advisor with Cornerstone Wealth who holds Series 63 and Series 66 licenses and has 38 years of industry experience. His career includes roles at Mutual Securities, Inc., Cornerstone Financial Advisors, and LPL Financial. He serves on the advisory board of a venture capital firm and participates in nonprofit governance, including roles with the Preservation Hall Foundation and Dillard University. Cornerstone Wealth Group is a multi-team advisory firm managing approximately $2.1 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting with an investment approach centered on model portfolios using ETFs, mutual funds, equities, and fixed income.
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