Cornerstone Wealth Advisory is a division of Strategies For Wealth, one of the largest, privately held, independent financial services firms in the country. Formed in 1934 during the Great Depression, Strategies For Wealth survived our nation’s most challenging economic times and went on to become a great success story in the financial services industry.
For over 85 years, we have been helping our clients focus on the accumulation, preservation and distribution of wealth. We believe in a strategic process that coordinates the past, present, and future financial decisions for you and your business.
Our accomplished and credentialed team of account executives consists of Chartered Financial Analysts, Chartered Financial Consultants, Certified Financial Planners, MBA’s and Chartered Life Underwriters. Our diversified, accomplished and award-winning team has extensive experience in providing a 360-degree perspective on your financial picture.
We are dedicated to providing our clients with exceptional results, integrity and value.
We will conduct a comprehensive and detailed analysis of all of your assets, income streams and commitments. We evaluate your current financial situation and measure the costs, risks and benefits of staying on that course. We seek to be strategic with cash flow, maximize your savings, protect your assets and pursue long term financial prosperity.
Through the use of our unique model and comprehensive process, we carefully analyze your personal economy and develop an effective, optimal approach to create maximum wealth, while maintaining a defensive position against eroding factors such as taxes, market risk, volatility and inflation.
At Cornerstone Wealth Advisory, we listen carefully to your unique goals, concerns and objectives so that we can create a financial blueprint that will provide you lasting value. We look beyond your basic financial needs to uncover what’s important to you. By recapturing what may be falling through the cracks in unnecessary fees, risk or tax exposure, we protect you against what makes you vulnerable and capitalize on desired opportunities.