Cornerstone Wealth and Tax Advisory Group
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1540 Eureka Rd Ste 101, Roseville, Calif...Phone Number
(916) 596-0500Website
www.cswta.netRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Cornerstone Wealth and Tax Advisory Group
Cornerstone Wealth and Tax Advisory Group specializes in retirement planning and wealth management, focusing on protecting clients' assets and providing education on financial strategies. Led by Douglas A. Clancy Jr., the firm emphasizes a fiduciary duty to prioritize clients' best interests. They offer various services, including strategies for asset protection, annuities, and life insurance, along with educational events to inform clients about retirement options. Their target clients are individuals nearing or in retirement who seek to secure their financial future.Explore more
Popular SearchesCornerstone Wealth and Tax Advisory Group IncCswta Insurance Solutions IncCornerstone WealthCornerstone Wealth & Tax Advisory GroupSIC Code 62,628NAICS Code 52,523Show moreCornerstone Wealth and Tax Advisory Group Org Chart
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Cornerstone Wealth and Tax Advisory Group News & Media
Cornerstone Wealth Celebrates 20th Anniversary and Announces Expansion of Financial Services Team
HUNTERSVILLE, N.C., April 14, 2021 /PRNewswire/ -- 2021 marks the twentieth anniversary of Cornerstone Wealth Group, LLC (Cornerstone Wealth), a fiduciary financial advisory firm based in Huntersville, NC. The Firm has grown from the original four partners to over 35 employees in five...Cornerstone Wealth Announces Partner Promotions
HUNTERSVILLE, N.C., Feb. 11, 2021 /PRNewswire/ -- Cornerstone Wealth Group, LLC (Cornerstone Wealth) announced today the promotions of two executives to Partners. New Partner Cliff Hodge, Chief Investment Officer, oversees all aspects of investment due diligence with a focus on asset...
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Cornerstone Wealth and Tax Advisory Group specializes in retirement planning and wealth management, focusing on protecting clients' assets and providing education on financial strategies. Led by Douglas A. Clancy Jr., the firm emphasizes a fiduciary duty to prioritize clients' best interests. They offer various services, including strategies for as... Read More
