CORNERSTONE WEALTH ADVISORS, INC.

Overview

Cornerstone Wealth Advisors, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm provides fee-based wealth management and planning services to both individual and institutional clients, charging a mix of percentage-of-assets and fixed fees. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Investment activity is centered on public funds and liquid ETFs rather than private capital. The firm's public-portfolio approach favors interest-rate-sensitive instruments—its largest position is an intermediate-term U.S. Treasury ETF—which points to a conservative, income-and-capital-preservation tilt across managed accounts. Cornerstone is not positioned as a capital allocator and does not report meaningful allocations to private equity, real assets, or hedge fund managers in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices