Cornerstone Capital Advisors

Wealth Management is our highest level of service, in which all aspects of your finances are reviewed on an ongoing basis. To ensure we remain able to provide our clients with the highest quality of service, we normally require a portfolio exceeding $750,000 to qualify for this level of service.
Wealth Management might be right for you if:

You are a senior corporate executive with complex benefits, such as stock options and restricted stock, and little time to deal with your accumulated wealth.
You are a corporate executive getting closer to retirement and you need to plan now for how you will live on your savings in 401(k), deferred compensation, IRA’s and taxable accounts. Your tax planning and estate planning are complex.
You are married, both you and your spouse have careers that take all of your time, but leave you with significant accumulated wealth, complex benefits and taxes, and are planning for an early retirement.
You are a medical professional with children in or past college, moving towards retirement or part-time practice, and need a plan for investment that makes all of this work together.
You are a business owner nearing retirement, the sale of the business, or both. You need help with investment of the sales proceeds of the business, income and estate tax planning surrounding the sales, and ongoing help with cash and investment management.

Wealth Management Services
Our Wealth Management services are the most valuable financial services available anywhere because we work side by side with you to develop your personal plan, manage all of your accumulated wealth, and keep you informed of your financial situation by meeting with you on a regular basis. The broad array of wealth management services we provide covers in detail all the major financial aspects of your life including:

Income-Tax Minimization
Asset Protection Planning/Risk Management
Goal-Based Planning
Estate planning
Cash Flow Planning/Debt Management
Education Funding

Not listed above would be all of the myriad of decisions that you face in the workplace, with your benefits, or perhaps your professional practice, or your small business. We are available to help you in all of these areas, and also are able to bring to your situation competent professionals from the fields of law, accounting, tax, insurance and other counseling, on an as-needed basis.

Relationship for the Long Run
What you should expect is for your advisor to help you with all of your important financial decisions, and in some cases, your life decisions such as career and retirement location. But the small day-to-day decisions are also important to you and to us. This kind of valuable help is only possible when you have a close working relationship with your advisor, and that is exactly what we want to have. By working that close with you, we can help you avoid mistakes that can prove costly. We can also help you with a vision of your future, supporting that with not just the analytical data, but more importantly with your values as an individual. Work will come and go, careers will change, and family trees will blossom. We will stand beside you and will help you to stay on track towards achieving your financial objectives such as full or partial retirement, career change, or seasonal living location.

Cornerstone’s Advisory Process - CAP
The cornerstone of our investment advisory service is our rigorous four-stage fiduciary investment process, which provides a systematic discipline for managing your portfolio.

To learn more about CAP please click here - “CAP”.