Cornerstone Wealth Management

Overview

Cornerstone Wealth Management is an independent, privately owned registered investment adviser that has been SEC-registered since 1996. The firm serves both individual and family clients as well as institutional investors. Its advisory offering centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. It also indicates it is not structured as a capital allocator, suggesting primary responsibility for implementing client portfolios rather than operating multi-manager platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices