Protegrity Wealth Management

Cornerstone Wealth is a team of dedicated fiduciary financial advisors committed to empowering individuals and families to build and secure their financial futures. We understand that every financial journey is unique, and we tailor our services to meet the specific needs and aspirations of each client. Our commitment to transparency, personalized guidance, and proactive strategies sets us apart as a trusted partner in navigating the complexities of wealth management.

Our Fiduciary Commitment

At Cornerstone Wealth, we operate under a strict fiduciary standard. This means that our actions are always guided by your best interests. We are legally and ethically obligated to provide impartial advice, transparent disclosures, and honest recommendations, ensuring that your financial well-being is our top priority. Our commitment to fiduciary duty provides a solid foundation of trust and confidence in our relationship with you.

Tailored Financial Planning Solutions

We offer a comprehensive suite of financial planning services designed to address every aspect of your financial life. Our team works closely with you to understand your short-term goals, long-term aspirations, and risk tolerance. By collaborating with you, we develop a personalized financial plan that encompasses:

• Retirement Planning: We analyze your current retirement savings, project future income needs, and recommend strategies to maximize your retirement security. This includes assessing your IRA, Roth IRA, defined contribution plans, and pension benefits, helping you navigate retirement plan distributions, and recommending options to generate income throughout retirement.

• Investment Management: We strive to build diversified investment portfolios that align with your risk profile and financial objectives. Through careful research and analysis, we select investments with the potential for growth while managing risk effectively. We provide regular portfolio reviews and make adjustments as needed to keep your investments on track.

• Budgeting and Cash Flow: We help you develop a budget and manage your cash flow effectively. This involves analyzing your income and expenses, identifying areas for improvement, and creating a plan to achieve your financial goals. Our team provides strategies for saving, reducing debt, and making informed financial decisions.

• Tax Optimization: We consider tax implications in all financial planning recommendations. We explore strategies for tax diversification, minimizing your tax liability, and maximizing your long-term wealth.

• Estate Planning: We assist with estate planning documents, such as wills, trusts, and powers of attorney, to ensure your assets are distributed according to your wishes and that your loved ones are protected. We also guide you on charitable giving strategies and wealth transfer techniques.

**Confidence in Your Financial Future*

At Cornerstone Wealth, our ultimate goal is to provide our clients with the confidence that comes from knowing they have a trusted partner guiding them toward their financial aspirations. We believe that financial security is built on a strong foundation of knowledge, planning, and personalized advice. Our team is dedicated to empowering our clients to make informed decisions, achieve their goals, and secure their financial futures.