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The Cornerstone Difference
A trusted
advisor relationship with tax planning expertise
 We’re
Not Just Advisors…
At Cornerstone Wealth Advisors, we are not just financial investment
advisors. We are also Certified Public Accountants (CPA) with over 45
years’ experience providing financial and tax solutions to
individuals and business owners. So when it comes time to put
together an investment strategy, we can help you get the most
out of your investments.
If you want better options regarding tax management of investments
and an award-winning investment strategy, we are with you every step
of the way.
A Proven
Process
We believe that the best approach to investing is a disciplined,
long-term strategy, based on sound academic research. We utilize the
Nobel Prize-winning Modern Portfolio Theory, focusing on low-cost
passive asset class funds.
Our financial risk assessment process gives us a chance to get to
know what you are looking for in an investment portfolio. You are in
the driver’s seat, from beginning to end of the investment process.
Fee-Only
Management
When you win, we win. That’s why we don’t charge you a commission
for buying or selling assets.
Instead, we charge an annual fee for services, based on portfolio
value. By saving you money, our interests are aligned with yours—to
increase your portfolio’s value.
Investment
Policy Statement
Many individual investors fall victim to “stock panic” each year, as
the market moves through its natural ups and downs. By creating your
own Investment Policy Statement, you will develop a long-term
strategy for investing, based on your personal comfort level with
risk. This IPS will keep you focused on your ultimate financial
goals as the market moves through its normal cycles.
A Better
Approach to Investing
You hear about it in the newspaper, on the television and at parties
all the time: the latest “hot” stock or market. We’re not interested
in hot stocks. We’re interested in a sound, time-tested approach to
investing.
At Cornerstone Wealth Advisors, we base our investment
strategy on Nobel Prize-winning investment theory, and its
application to low-cost passive asset class funds. Our strategies
follow world-class, tested economic theory.
The Cornerstone Difference /
Our Process
/ The Role of Risk
/
Investment Policy Statement
Effective Tax
Planning /
Time to Rebalance /
DFA Funds
/
Efficient Market Theory
Our Partners
/ Our
Principals /
Contact Us /
Site Map /
401k
Investments /
Cornerstone360Blog
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Plan Sponsor
- Alert
Special Report:
How to Bullet Proof Your Profit Sharing/401k Investments
more
info
Download this
free 7 page report prepared for anyone who has a fiduciary
responsibility for 401k investments.
Bullet Proof
-
Requires Adobe Acrobat
to read.
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