Stutes Financial Group

At Cornerstone Wealth Management, we believe in building strong, long-term relationships with our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals and navigate the complex world of personal finance. We take the time to understand your needs, wants, and long-term goals, and develop a tailored strategy that fits your individual situation.

Our mission is to provide exceptional service to our clients through a team-based approach. We believe that understanding our clients on a personal level is the cornerstone to building strong professional relationships. Our team is prepared to help you through any challenges that may arise, ensuring that you stay on track with your financial goals.

We have been serving our clients since 2007, and our team has grown to include four financial professionals and two administrative professionals. Our office is dedicated to providing personalized attention to each client, ensuring that you receive the best possible service. We understand that every client has unique needs and goals, and we are committed to helping you achieve financial success.

Our Services

At Cornerstone Wealth Management, we offer a wide range of financial services designed to meet the needs of our clients. Our services include:

• Financial Planning: We help you develop a comprehensive financial plan that addresses all aspects of your financial life. From budgeting and saving to investing and retirement planning, we will work with you to create a plan that aligns with your goals and values.

• Retirement Planning: Our team can help you plan for retirement, whether you're just starting to save or nearing the end of your working years. We will work with you to create a personalized retirement plan that addresses your income needs, investment strategies, and long-term goals.

• Certified Financial Plan: Our certified financial planners can help you create a detailed financial plan that addresses all aspects of your financial life. From cash flow management to investment strategies, we will work with you to create a plan that aligns with your goals and values.

• Certified Financial Planner: Our certified financial planners have the expertise and knowledge to help you navigate the complex world of personal finance. We will work with you to understand your financial situation, identify your goals, and develop a strategy that helps you achieve financial success.

• LPL About LPL Financial: We are proud to be affiliated with LPL Financial, one of the largest financial services companies in the United States. LPL provides us with access to a wide range of financial products and services, allowing us to offer our clients the best possible solutions for their financial needs.

• Weekly Market Commentary: Our team stays up-to-date on the latest market trends and economic news. We provide our clients with weekly market commentary, helping you stay informed and make informed decisions about your investments.

• LPL Research: We have access to extensive research and analysis from LPL Financial, allowing us to provide our clients with the most current and accurate information available.

• Fiduciary Focus: We are committed to acting as a fiduciary for our clients, putting your interests first and providing advice that is in your best interest.

• LPL at a Glance: Our affiliation with LPL Financial gives us access to a wide range of resources and tools, allowing us to provide our clients with comprehensive financial planning and investment management services.

• LPL Retirement Plan Tools: We offer a variety of retirement plan tools and resources, helping you plan for a secure and comfortable retirement.

• Resources: Our team is dedicated to providing our clients with the resources and information they need to make informed decisions about their finances. We offer a wide range of educational materials, tools, and resources to help you navigate the complex world of personal finance.

• Blog: Our team regularly publishes articles and insights on a variety of financial topics, helping you stay informed and up-to-date on the latest trends and developments in personal finance.

• Riskalyze Retirement: We use advanced risk analysis tools to help our clients understand the potential risks and rewards associated with different investment strategies. Our goal is to help you make informed decisions about your investments and ensure that your portfolio aligns with your risk tolerance and investment goals.

• Estate Investment Insurance Tax Money Lifestyle Tools: We offer a wide range of tools and resources to help our clients navigate the complex world of estate planning, investment management, insurance, tax planning, and more. Our team is dedicated to helping you achieve financial success and secure your financial future.