CORNERSTONE WEALTH ADVISORS, INC.

Overview

Cornerstone Wealth Advisors, Inc. is an independent registered investment adviser that combines discretionary portfolio management with financial planning and insurance brokerage services. The firm serves both individual and family clients as well as institutional and small business accounts, and describes itself as a capital allocator that selects outside managers when appropriate. Fee arrangements include a percentage-of-assets model along with hourly and fixed-fee engagements. Cornerstone does not emphasize ESG investing and operates on a primarily single-state regulatory footprint. Investment activity centers on liquid, exchange‑traded instruments as the largest public allocation, layered with third‑party alternative fund exposures. Advisory capabilities listed on the firm’s registration include financial planning, portfolio management for individuals and businesses, pension consulting support and the selection of other advisers, which positions the firm to blend in‑house portfolio construction with outsourced specialist managers where needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices