Cornerstone Wealth Strategies is a full-service wealth management firm that offers personalized financial guidance to individuals, families, and business owners. The firm operates as an independent partner of LPL Financial, one of the nation's leading financial services companies. Their stated mission is to serve as a trusted advisor, helping clients navigate complex financial decisions through services that include investment management, retirement income strategies, insurance, and legacy planning, with a focus on building long-term, goal-oriented relationships.

Founded in

United States