The Cornerstone Way


 
 
 

A comprehensive approach

 
 

When it comes to planning for your financial future, it's not simply about investing; that is only one of the many paths on your journey. We take a unique, comprehensive approach, including sound financial planning, institutional investment solutions at the lowest cost possible, tax reduction strategies, and historically proven estate and legacy planning concepts.

 
 
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Fiduciary

 
 

A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. This means we are legally obligated to offer guidance that will best serve our clients’ interests. We choose to abide by the fiduciary standard and are SEC registered. 

 
 
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Proven, Best-in-class- Resources

 
 

We understand the attention your success needs and deserves, so we have hand selected what we have determined are best-in-class, institutional solutions as well as other proprietary resources to stand alongside us and help our clients achieve success.

 
 
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Fee-Based, personalized guidance

 
 

We offer detailed financial life goal planning and tracking, investment risk management, institutional allocation and diversification of assets, retirement income planning as well as tax planning and optimization.

 
 
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100% independent and privately-held

 
 

As a Nevada family-owned and family-operated firm, we believe you have the right to fiduciary-based guidance. No in-house proprietary funds and no brokers, just a caring and trustworthy team that is here to guide you down the right path and make you feel like a valued partner, not a transaction.

 
 
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Guidance-based

It’s not about complicated numbers or convoluted charts. We provide simple, trustworthy guidance.

 
 
 
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Premium, high-touch client experience

 
 

You have access to the entire Cornerstone team in which each member plays a role in providing you with a premium client experience. We have worked diligently to put together a detailed process to deliver high-value service.

 
 
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Lower investment costs

 
 

Cornerstone clients can expect low-cost and properly diversified portfolios, reduced trading and automatic portfolio rebalancing at lowest trade cost.