Cornerstone Financial Services, LLC
Cornerstone Financial Services, LLC.was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and provide financial independence.
Our Mission & Vision
At Cornerstone Financial Services, LLC, our mission is to work as trusted financial guides in partnership with a select group of deserving families in their journey to create and live meaningful lives for themselves and the people they care deeply about.
Our Investment Philosophy
We believe that investing is a process -- centered around and grounded upon what each Client wants their wealth to do for them. For this reason we take a planning-centered approach to wealth management, tailored to each Client’s tolerance for risk. We then develop and implement a functional strategy to address the Client’s current and future needs and wants.
Our Service Commitment to You
By limiting our practice to a smaller group of deserving families, we are better able to meet the commitment we make to Client service. Knowledge and advice are valuable - but it is accessibility and servicing that are invaluable and what we believe differentiates us from other firms - particularly during periods of uncertainty in the market or in the lives of our clients.
If we decide to work together, You can expect the following:
- Objective and candid advice based upon the information, values and goals You share with us.
- Strict confidentiality. Since our practice is built upon referrals from clients and other professionals, it is imperative that strict confidentiality is maintained at all times.
- Courteous service when interacting with any member of our practice.
- Prompt response to your calls, most within the same day.
- Periodic review of your accounts and/or financial plan at a mutually agreed-upon frequency.