A complete list of active advisors currently associated with Cornerstone Wealth Advisors, Inc.
Warmer can help you find a great advisor at Cornerstone Wealth Advisors, Inc. or one who fits your needs even better.
Cornerstone Wealth Advisors, Inc. serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and retirement plans. The firm provides financial planning, discretionary investment management through model and custom portfolios, selection of third‑party managers, and ERISA plan services. Investment management is delivered through a proprietary strategic asset‑allocation framework (Conservative to Aggressive) and client‑specific custom portfolios composed of separately managed accounts, mutual funds, ETFs, equities and fixed income; the firm typically manages accounts on a discretionary basis and may recommend TPMs for portions of client assets. CWA applies fundamental and cyclical analysis, conducts routine due diligence on TPMs, and reviews accounts at least annually or upon material client or market events. Notable distinctions include the firm’s explicit ERISA 3(21) and 3(38) plan services for qualified and non‑qualified retirement plans (e.g., 401(k) and 403(b)), a capability that is less common among peers in this team category and positions the firm to work with plan sponsors. The brochure also discloses that several wealth advisors are licensed insurance agents (one advisor reports spending no more than ten percent of his time on insurance sales) and that the firm’s principal operates related bookkeeping and CFO businesses (approximately half of her time); these arrangements and potential conflicts are disclosed and subject to the firm’s conflict‑of‑interest procedures.
To learn more about the advisors currently working at Cornerstone Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Cornerstone Wealth Advisors, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Carlsbad, CA
| 12
| |
Aiken, SC
| 35
| |
Carlsbad, CA
| 19
| |
Carlsbad, CA
| 7
|
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