Cornerstone Capital Advisors
Second-Opinion Service
Now available to all due to popular request!

In this challenging economy, most people have a friend, family member or colleague who may be in a complex situation or just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances.

In order to help the people we meet achieve their financial goals, we have created a complimentary second-opinion service. Because of the popularity of this program, we are now offering this service to all, in addition to the friends, family members, and associates of our valued clients.  We extend the offer to anyone to receive the same expertise and guidance that our clients have come to expect as a valued client of Cornerstone Capital Advisors.

Working With A Team That Redefines Wealth Management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a client of CCA, however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Our Consultative Process

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help achieve them. Our clients recognize the five steps below as the process we use to guide them toward success. Through our second-opinion service, anyone can enjoy a portion of this experience at no cost.

What To Expect From Our Second-Opinion Service

We will meet with you for a Discovery Meeting. Assuming that we both agree that we have a basis for working together, you may return for the Initial Plan Meeting. Hopefully, we can confirm you are on track to fulfill your values and achieve your goals with your current financial provider. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for their needs. Either way, you will receive a Total Client Profile and a personalized analysis of your current situation.

Let us help you. Contact us today.

Cornerstone Capital Advisors
1640 Corporate Woods Cir
Uniontown, OH 44685-7819
330-896-6250
800-448-5319
[email protected]

Important information about advisory services: This page does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services. Nothing in the brochure constitutes or should be relied upon as investment advice. The financial plan that is drafted and tailored to your particular needs is not a guarantee of returns and financial outcome. All investments comes with inherent risk and past performance is not a guarantee of future results.