Your Wealth, Your Legacy.
Preserve What Matters. Plan with Purpose.

Welcome to Cornerstone

At Cornerstone, we lead individuals, families, and business owners through every chapter of their financial lives. We combine disciplined portfolio design, tax‑smart strategies, and straightforward education so you can build, protect, and pass on wealth without missing the moments that matter.

We handle the heavy lifting; you celebrate the milestones.

Established Legacy Leaders

Secure your future. Shape your legacy.

You’ve worked hard to build your wealth, now let’s safeguard it and guide it forward with purpose. Whether retirement is on the horizon or years away, you value stability, trust, and a strategy that honors your family’s story. We align your portfolio with goals such as early retirement, philanthropic giving, and multi‑generation wealth transfer, collaborating closely with your CPA and estate attorney so every element fits together seamlessly.

Young Professionals

Financial Mentorship & Wealth Building for the Next Generation

You’re building your career and ready to make smart financial moves, but the jargon and noise of the financial world can feel overwhelming. We simplify the complex. We remove the noise and the jargon and deliver a clear understanding. With a mentorship‑based approach, we guide you through the essentials of saving, investing, taxes, and benefits so you can feel confident about the decisions you’re making today, and how they’ll support your future goals.

Whether your goal is purchasing your first home, beginning to invest, or laying a financial foundation for your family or venture, you’ll have clear, attentive guidance at every step.

Rising Stars & Next-Gen Leaders

Protecting Early Wealth with Long‑Term Vision

Whether your name is lighting up scoreboards, timelines, or trust documents, sudden or inherited wealth can be exhilarating—and risky—without a clear framework. For high‑earning professionals in sports, entertainment, digital media, and for the rising beneficiaries of the Great Wealth Transfer, we craft strategies that honor your privacy, fit your lifestyle, and transform today’s opportunity into generational strength.

From resilient investment foundations to brand‑aligned and legacy‑minded planning, we act as your trusted partner and advocate—so you stay empowered, protected, and in control of your future.

Our Signature Services

Investment Management

Personalized portfolios built with intention and discipline.

We design and manage portfolios based on your specific financial goals, income needs, time horizon, and legacy objectives. Every portfolio is tax-aware, risk-adjusted, and actively monitored.

Includes:

  • Customized portfolio construction

  • Ongoing investment analysis and rebalancing

  • Risk management aligned on life stage and goals

Risk Management & Insurance

Helping you safeguard what you’ve built.

We help you evaluate your current insurance strategies and assess coverage in the context of your broader financial plan.

Includes:

  • Life & Disability insurance planning

  • Long-term care strategies

  • Insurance integration with estate & tax planning

Tax-Aware Financial Planning

Strategies to help grow wealth smarter, not just bigger.

Tax efficiency is integrated into everything we do. We aim to reduce unnecessary tax drag while maximizing your after-tax returns and long-term financial outcomes.

Includes:

  • Tax-efficient investment planning

  • Retirement income distribution strategy

  • Charitable giving and tax-loss harvesting

Financial Education & Guidance

Empowering you with knowledge and confidence.

We prioritize transparency and education so you feel confident making informed decisions at every life stage.

Includes:

  • Personalized financial education

  • Decision-making support around major life events

  • Ongoing access to market insights and resources

Legacy & Estate Coordination

Guiding your wealth from this generation to the next.

Legacy and Estate Planning is built into our wealth management process. We help you preserve, protect, and purposefully transfer your wealth, so it supports the people, causes, and values that matter most to you.

Includes:

  • Coordinated estate and trust strategies

  • Wealth transfer planning for heirs and beneficiaries

  • Charitable giving and philanthropic legacy design