We understand the journey that’s ahead of you, and we know you deserve access to as many resources as possible to help lead you to financial freedom. We believe that every client benefits when their financial advisor, CPA and estate-planning attorney work together as a team. We bring together the right people and resources for you to achieve financial freedom.
Our most important resource is our team, which has a combined total of over 100 years in the industry. From our experienced financial planners to our client relations department, each and every member of our team plays a specific role in providing you with an excellent client experience in addition to helping you reach your goals. We pride ourselves in a high-touch process, so clients can expect to hear from us as frequently as they wish.
Exclusive Institutional investment solutions
Peavine Capital. Big brokerage firms rely on mutual fund families to manage the investment risks and generate returns. Cornerstone prefers a personal, outsourced approach for the investment management solution. Our investment solutions are resources that investors can not access anywhere else. We have an exclusive relationship with Peavine Capital, a leading institutional investment management firm based in Reno, NV.
Your assets are safeguarded
Fidelity. As a fiduciary, you are our best interest, and we will protect your assets. We have selected Fidelity, which provides protection and custodial services for our clients. Fidelity is the largest custodian for retirement assets in the world. This means we don’t keep custody of your assets. Instead, we have chosen what we have found to be the best in the industry to protect our clients.
24/7 access to your information
Envestnet. In the investment world, the execution, reporting and implementation functions are largely overlooked. Efficient trade execution and reporting services makes our job of servicing our clients easier. With over one trillion dollars in assets, Envestnet gives you round-the-clock access to your information.
Transparent and simple goal tracking
Wealth Tracker. Complicated charts, graphs and numbers can intimidate anyone, and we have found that the industry uses this intimidation factor as a way to overcharge and confuse individuals. Wealth Tracker is a planning tool we use to help provide our clients with transparency so that they can easily visualize their progress. A client’s understanding of their role in achieving their goals produces a confidence that will not waiver in the face of challenging times.