A complete list of active advisors currently associated with Legacy Cornerstone Wealth LLC
Warmer can help you find a great advisor at Legacy Cornerstone Wealth LLC or one who fits your needs even better.
Legacy Cornerstone Wealth serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations, and pension/profit‑sharing plans, providing discretionary portfolio management, financial planning, and retirement planning services. Financial planning work explicitly covers income planning, Social Security analysis, retirement planning and uses Monte Carlo simulation to evaluate likelihoods of meeting goals. The firm implements portfolios through a combination of proprietary model strategies, third‑party sub‑advisers and platform models (including arrangements with SEI, Schwab, and mutual fund families), typically under discretionary authority and with at least annual reviews. Investment process elements described in the brochure include fundamental and quantitative analysis, factor investing, optimization techniques, tactical/strategic/dynamic allocations, and the use of options and ETFs where appropriate; clients may impose written restrictions on management. Distinctive features in the disclosure include a substantive ERISA and pension consulting practice—offering non‑discretionary 3(21) services, discretionary 3(38) fiduciary services, model asset allocations, QDIA selection and participant education—which is less common among similar independent firms. The firm also discloses that its advisory personnel are licensed insurance agents who may receive commission income for insurance sales and that the firm has an economic incentive to recommend its proprietary models versus third‑party models, with those conflicts disclosed in its Form ADV.
To learn more about the advisors currently working at Legacy Cornerstone Wealth LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 11
|
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