CORNERSTONE WEALTH

Overview

Cornerstone Wealth is an independent, SEC-registered investment advisory firm organized as an LLC and first registered in 2017. The firm serves a mix of individual and family clients as well as institutional relationships and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. In addition to advisory work, the firm engages in other financial product sales. Cornerstone charges fees on a percentage-of-AUM basis alongside fixed and other fee arrangements. It does not profile itself as an active ESG investor. Ownership is a combination of a domestic entity and individual stakeholders, and the firm operates with affiliations across broker-dealers, accounting and legal providers, insurance firms, and sponsors or managers of pooled investment vehicles.

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Public Holdings

Investments & Alternatives

Location & Offices