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The
Cornerstone Difference
At Cornerstone Wealth Advisors, we are not just financial investment
advisors. We are also certified public accountants 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 tax strategy, we can help you get the most
out of your investments.
Our Process
We base our investment
advice on sound, award-winning investment theory that has been
tested by Nobel Prize-winning economists. We apply that theory by
giving our clients unique access to low-cost passive asset class
funds. We believe that this is the best way to add value to your
investment plans.
The Role of Risk
Everyone
feels differently about risks, especially when it comes to money.
Some people like high risks. Some people like low risks.
Our passive asset class funds give you the opportunity to balance
your portfolio with the right mix of high-and low-risk investments
for you.
Investment Policy Statement
“Hot”
stocks may be interesting news, but they are not a good way to build
a lifelong investment strategy. We help our clients to avoid the
pitfalls of “emotional” investing by developing an Investment Policy
Statement at the very beginning of our relationship.
Effective Tax Planning
Effective
tax management is an equally important as sound strategy in bringing
you the best return over the life of your investments. Our financial
advisors are not only investment advisors, they are experienced
certified public accountants.
We work with you on the tax end to ensure that your taxes are in
line with your investments. This makes for a comprehensive long-term
investment strategy.
Time to Rebalance
Rebalancing is the simple process of analyzing a portfolio every so
often, to make sure that the proportion of assets is adjusted to the
original target allocation.
DFA Funds
Your
money is important to you. That’s why we choose Dimensional Fund
Advisors (DFA) to provide you with the right funds.
DFA is the leading provider of passive asset class funds.
Efficient Market Theory
Nobel Laureate Eugene Fama formulated the efficient market theory in
1970. The theory says that at any given time, the prices of any
stock or market will fully reflect all of the available information
on that particular stock or market.
Since no one has access to information not already available to
everyone else through the media, then no one has any advantage on
predicting price. It is impossible to pick a “hot stock” or to
“beat” the market.
Our Partners
Our Principals
Contact Us
Cornerstone Wealth
Advisors
6420 W 95th St,
Suite 202
Overland Park, KS 66212
(913) 381-0280 ph
(913) 381-7589 fx
1-866-210-0280 toll free
David L. Imhoff, CPA/PFS
David@Cornerstone360.com
Michael P. Bunn
Michael@Cornerstone360.com
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