Putting Your Family First
Cornerstone Wealth Management specializes in customized financial strategies for successful individuals who value their time - and appreciate the power of professional financial management to help them build, protect, and preserve their wealth for themselves and others.

Our core planning capabilities include, but are not limited to:

  • Asset Protection
  • Financial Independence Planning
  • Debt Management
  • Investment Planning
  • Estate Planning
  • Business Succession and Continuity

In addition, we provide ongoing investment management services supported by ongoing review and reporting. You’ll enjoy immediate access to investment performance at both the individual asset and total portfolio level.

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While the financial planning industry tends to shy away from comprehensive advice on real estate investing, Cornerstone Wealth Management, Inc. is an advocate for these investors. CWM provides options and solutions that honors their interests and helps guide them to achieve their financial goals. Specific to real estate, CWM has the specialization to assist clients with cash flow evaluation, real estate acquisition, accumulation and disposition, tax reduction and deferral, and estate planning for investment real estate owners.

Real estate strategies created by CWM have been featured in numerous national books and magazines, including Newsweek, California Real Estate Journal, Investor’s Business Daily, Newsweek, Time Inc., Kiplinger, REALTOR® Magazine, Real Estate Business, California Real Estate, Christian Science Monitor, the Journal of Financial Planning, and other periodicals.

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Your Business is Our Concern
If you own your own business, you’ve spent untold time and energy to make it a success. So, are you prepared to keep that success alive? Cornerstone Wealth Management specializes in creating succession strategies for small and closely-held businesses. Our comprehensive planning process helps ensure that your business is protected, your interests are honored, and you are prepared for events both planned (retirement) and unplanned (death and/or disability).

These are just a few of the ways we can help your business thrive today, and tomorrow.

  • Business Succession and Continuity,
  • Key-Executive Compensation and Benefits,
  • Deferred Compensation,
  • Traditional and Alternative Retirement Plans,
  • Tax Reduction,
  • Risk Management
  • Charitable Giving
  • Financial Independence Strategies.

It is this commitment to your success—and unmatched personal service—that has helped us continuously rank as one of WORTH MAGAZINE’S Best 250 Wealth Advisors in the Nation.

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