Many people say that the most important things in their life are family, happiness, health, or a sense of purpose. While money may not top that list, it affects every part of your life and can give you security and stability that frees you up to pursue what matters most. Unfortunately, the time-consuming task of managing money often leads to stress and worry. That’s why an advisor plays one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel.
But how do you find an advisor who you can trust and want to work with for the long term? At Cornerstone Capital Advisors, we understand that this is an overwhelming and intimidating process. Trusting someone with your hard-earned money is not a decision you should take lightly. Knowing this, we are honored to have the opportunity to continue serving more and more families and individuals who conscientiously choose to place their finances in our hands.
We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new prospective clients who may benefit from the services we provide. Your referrals are the highest compliment you could give us and an integral part of our continued growth.
What Makes Us Unique
We’ve been fortunate to work with a wide range of clients who do refer their friends and family to us. We believe so many people have referred others to us for a few different reasons:
- A personalized approach. We know that no two individuals’ financial planning needs will be the same, which is why we create a plan focused on your financial goals. We take the time to outline a tailored strategy based on your specific needs, goals, and circumstances.
- Strong relationships. We prioritize a hands-on client-centered approach, which has led us to build long-lasting relationships with so many of our clients. We’re proud to serve as a go-to resource and support system when someone has a question or faces a tough decision.
- Trust and transparency. We act in our clients’ best interests and are committed to working with integrity and transparency. As fiduciaries, we adhere to the highest ethical standards, giving you confidence that we will act in your best interest to protect your hard-earned money.
- Knowledgeable advice. As an independent firm, we aren’t tied to sales quotas or proprietary products. We believe our clients deserve honest and straightforward advice and service. Our recommendations are based on knowing exactly what our clients seek to accomplish.
- We simplify. We know that finances can be complicated. Our goal is to serve as a one-stop resource for all of our clients’ needs. We help you create a step-by-step plan that works to eliminate confusion and gets you closer to both your short-term and long-term goals.
The People We Serve Best
At Cornerstone Capital Advisors, we tailor our services to individuals and families, high-income professionals, and entrepreneurs. Though they may vary in age and vocation, our clients have something in common: they are down-to-earth people looking for someone to guide them in the right direction and give them the peace of mind, knowing they have a partner to help them develop financial strategies so they don’t need to worry.
Do You Know Someone Who Could Benefit From Our Services?
One of the reasons we work with a select number of clients is so we can provide personalized attention and care to each of our clients as well as their loved ones. When you have questions about your portfolio or strategies, we’re here to help. When you experience a new milestone in life, we’re here to help. And if you have a friend or family member who has questions or needs unbiased advice, we’re never too busy to help.
If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, please forward this article to them and have them contact us at (330) 896-6250 or [email protected].
About Cornerstone Capital Advisors
Cornerstone Capital Advisors is an SEC registered, fee-only investment advisory firm that assists individuals in financial planning, investment planning, retirement, and wealth management services. Our team of dedicated financial advisors are committed to understanding your unique situation to develop a wealth management strategy that covers all areas of your financial situation, not just investments. Learn more by visiting our website at www.ccadvisors.com.
All information contained herein is for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation or recommendation to purchase any security. Past performance does not guarantee future results. These views are as of the date of this publication and are subject to change