A complete list of active advisors currently associated with Cornerstone Wealth Management Group

Warmer can help you find a great advisor at Cornerstone Wealth Management Group or one who fits your needs even better.

Cornerstone Wealth Management Group provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, offering ongoing portfolio management, written Investment Policy Statements, and a range of planning services. The firm also makes cash‑management solutions available (including a FICA cash management program) and facilitates discretionary management of held‑away retirement and education accounts via the Pontera platform. Cornerstone’s investment process emphasizes asset allocation and long‑term trading implemented under discretionary authority for many clients, and the firm cites fundamental analysis, modern portfolio theory, and quantitative analysis as its methods. Clients receive regular monitoring and rebalancing and Cornerstone offers periodic educational seminars and workshops to clients and the public at no charge. What is notable relative to many peers is that Cornerstone acts as sponsor and portfolio manager of a wrap fee program, discloses an affiliation with an insurance agency whose representatives are licensed insurance agents (and acknowledges the potential conflicts from commissionable insurance sales), and uses third‑party referral/lead‑generation arrangements that involve paid matched leads. The brochure also describes use of custodial relationships through Schwab Institutional (including access to research and soft‑dollar benefits) and the firm’s use of Pontera to manage held‑away accounts without taking custody.

To learn more about the advisors currently working at Cornerstone Wealth Management Group, 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.