CORNERSTONE WEALTH MANAGEMENT

Overview

Cornerstone Wealth Management is an independent registered investment adviser that serves individual, family and institutional clients. The firm runs a fee model that combines a percentage of assets under management with hourly and fixed-fee engagements, and it provides financial planning and portfolio management for individuals and small businesses. Investment activity shows a strong tilt toward liquid public funds — both mutual funds and exchange-traded funds — while the firm also uses third-party alternative managers for selected private strategies. Cornerstone is not positioned as a capital allocator; instead it incorporates external managers and private placements into client portfolios where appropriate. Portfolio construction emphasizes liquidity management and income generation. The large allocation to short-duration and money-market oriented ETFs suggests a focus on short-term cash management and preservation of principal for core holdings, while complementary allocations to corporate debt and alternatives point to a blend of cash-equivalent positioning with targeted yield and diversification opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices