Business Details
3 Years
experience
Trusted Fiduciary Financial Advisors in Reno, NV
At Cornerstone Retirement Group Retirement Group, we are committed to delivering trustworthy, fiduciary-based financial guidance tailored to your unique journey. As a Registered Investment Advisor, we prioritize your interests through comprehensive wealth management, addressing retirement income, tax planning, investment strategies, and estate legacy solutions. Our team of experienced advisors utilizes best-in-class resources to create personalized plans aligned with your goals. We measure success by how effectively we help you achieve financial freedom, not by industry benchmarks. With a focus on transparency, we charge fees solely based on the assets we manage, ensuring clarity and alignment with your objectives.Our process emphasizes communication, detailed analysis, and ongoing support to adapt to life's changes. We serve clients with $250,000 or more in investable assets, though exceptions are considered when our solutions align with your needs. Backed by institutional-grade tools and a client-first philosophy, we provide low-cost, diversified portfolios and automated rebalancing. Our mission is to simplify financial complexities through straightforward guidance, empowering you to realize your ideal retirement. Headquartered in Reno, Nevada, we combine local accessibility with national standards of excellence.
Services
Wealth Management
Tax Planning
Investment Management
Estate Planning
Retirement Income
Risk Management
Portfolio Rebalancing
Financial Goal Tracking
Legacy Solutions
Tax Optimization
Details
- Year established: 2023
Highlights and features
- We adhere to the fiduciary standard, legally obligated to act in your best interest.
- Our team offers personalized retirement planning tailored to your unique goals.
- Transparent fee structures with no hidden costs for managed assets.
- Access to institutional-grade investment solutions at low costs.
- Comprehensive approach covering tax, income, and legacy planning.
Associations and certifications
- SEC
Services
Wealth Management
Our comprehensive wealth management approach integrates retirement income, tax, investment, and legacy planning. We create personalized strategies aligned with your unique goals, utilizing institutional-grade resources and low-cost diversified portfolios. Ongoing adjustments ensure your plan evolves with life's changes.
Tax Planning
We develop strategies to minimize tax burdens during retirement through proactive planning. Our approach includes analyzing current liabilities, implementing reduction techniques, and integrating tax considerations into broader wealth management strategies for long-term efficiency.
Investment Management
Our advisors curate diversified investment portfolios using institutional solutions at competitive costs. Services include risk management, asset allocation, and automated rebalancing to maintain strategic alignment with your goals while minimizing trading expenses.
Estate Planning
We help preserve your financial legacy through customized estate plans. Our services ensure smooth asset transfer to beneficiaries while addressing tax implications and legal requirements, providing peace of mind for your family's future.
Retirement Income
We design sustainable income strategies to maintain your lifestyle throughout retirement. Our approach balances growth potential with income generation, incorporating tax-efficient withdrawal methods and risk management to ensure financial stability.
People
Christopher Abts
Founder & Financial Advisor
Christopher established Cornerstone Retirement Group Retirement Group to provide fiduciary-based financial guidance. With extensive industry experience, he specializes in creating personalized retirement strategies that align with clients' long-term objectives.
Terry Levenberg
Partner & Financial Advisor
Terry brings decades of financial advisory experience to Cornerstone Retirement Group Retirement Group. As a CFP, he focuses on comprehensive wealth management solutions, helping clients navigate complex retirement planning challenges with clarity and confidence.
Jordan Peterson
Financial Advisor
Jordan specializes in investment management and tax planning strategies. His client-centered approach emphasizes education and transparency, ensuring clients understand how their portfolios support their retirement goals.
Brandon Van Goethen
Financial Advisor
Brandon assists clients in developing holistic retirement plans. He focuses on risk management and legacy planning, leveraging institutional resources to deliver cost-effective solutions tailored to individual needs.
Erik Ruellas
Director of Operations
Erik oversees Cornerstone Retirement Group Retirement Group's operational infrastructure, ensuring seamless service delivery. His leadership maintains the firm's high standards for client experience while supporting advisors in implementing effective financial strategies.
Questions
What defines Cornerstone Retirement Group Retirement Group's ideal client?
Our ideal clients have $250,000+ in investable assets and seek fiduciary guidance. We occasionally accept smaller portfolios when our solutions align with their specific goals.
How does Cornerstone Retirement Group Retirement Group charge for services?
We use transparent asset-based fees, charging only for managed assets, not household assets. Fees are fully disclosed before engagement.
What services does Cornerstone Retirement Group Retirement Group offer?
We provide comprehensive wealth management including retirement income planning, tax optimization, investment management, and estate planning tailored to individual needs.
How often do advisors meet with clients?
We maintain regular contact through scheduled reviews and provide online tools for continuous plan monitoring, adjusting strategies as life circumstances change.
Is Cornerstone Retirement Group Retirement Group legally obligated to act in clients' interests?
Yes, as SEC-registered fiduciaries, we're legally required to prioritize client interests in all financial recommendations and planning decisions.
