High-Income Households

High-income households have complex planning needs. Often, the stress of managing a career and family leaves little time to monitor and maintain your financial life. Cornerstone Capital Advisors recognizes these challenges and our team of experienced professionals will create your unique plan.

To ensure you’re putting your money to optimal use, we will help you:

  • Develop a risk appropriate investment portfolio
  • Create retirement planning strategies
  • Track employee and executive benefits
  • Optimizing your tax strategy
  • Facilitate the update or creation of your estate plan
  • Monitoring your cash flow
  • Prepare a net worth statement
  • Recommend an optimal timeline for large purchases
  • Mitigate risk for an unexpected loss of income

If you want the peace of mind of having a personal CFO, Cornerstone Capital Advisors is here to guide the way. Reach out to us today to schedule a complimentary meeting to discuss your financial future.