Financial Discovery

Our confidentiality is absolute, and the integrity of our work together is the cornerstone of our relationships with our clients. We nurture personal conversations about our client’s hopes for their family, closely held businesses, and the communities they care about. We begin with an in-depth discovery of who and what is most important to you.

What has to happen for you to be happy with your progress financially, professionally, and personally?

What have been your greatest successes, and what obstacles or pitfalls do you see standing in the way of that success going forward?

What hurdles have you faced that are important to be aware of to protect you against going forward?

The Cornerstone team will perform a comprehensive, quantitative analysis of your personal economy. We will assess your in-flows and outflows of dollars in order to ascertain the burn rate of cash that is required, and desired, to run your life.

An extensive review of your Savings, Investments, Retirement Accounts, Wills and Trusts, Insurance Portfolio, Business Agreements, Real Estate, Charitable Causes and how you support them will be conducted. We break down each component to understand and assess the risks, costs and rewards of those choices.

We move forward with a sharper view of the opportunities that are worthy of pursuing.

What we uncover about our clients from planning within one domain, informs the execution of wealth plans in the other pillars of planning. The result is a comprehensive plan that is efficient, effective, and rooted in wealth preservation and long-term growth every step of the way.

At Cornerstone Wealth Advisory we work together to achieve our mission:

• To provide thoughtful counsel for the families and businesses we serve
  
• Provide exceptional results, integrity and service
  
• Build timeless relationships of trust
  
• And develop innovative solutions that help our clients achieve their dreams
  

As our client’s Multi-Family Office, we work collaboratively with some of the finest attorneys, accountants, economists, actuaries, analysts and professionals in the country. We focus on the unique qualities of your life, seeking to understand what is most important for you to achieve the ideal success you envision for your family and your business. We introduce our clients to techniques, solutions and creative ideas that can ignite greater productivity and growth.

Our dedicated, knowledgeable and experienced team of professionals strives to achieve the optimal results for our individual, family and corporate clients. We appreciate and respect that each of our client’s lives have unique goals and concerns, and are dedicated to guiding clients to achieve their objectives in a way that’s equally uncommon.