Cornerstone Wealth Management Employee Directory

Cornerstone Wealth Management is a registered investment advisory firm that provides comprehensive investment advice and wealth management services to clients across the United States. Operating through a network of LPL Financial Registered Representatives, the firm is licensed to conduct securities business in all fifty states plus the District of... Columbia and U.S. Virgin Islands, enabling broad geographic reach and accessibility for a diverse client base. Cornerstone Wealth Management delivers personalized advisory services designed to address individual financial situations, with a commitment to transparency and regulatory compliance across all client engagements. The firm prioritizes data protection and privacy, implementing safeguards aligned with applicable regulations including the California Consumer Privacy Act to ensure client information remains secure. Securities transactions are facilitated through LPL Financial, a FINRA and SIPC member, while investment advisory services are provided directly by Cornerstone Wealth Management as a separate registered entity. The company emphasizes the importance of proper licensing and client service agreements before rendering advice, and maintains clear disclosure practices regarding investment risks, including the potential for loss of principal capital. Cornerstone Wealth Management operates with a focus on client education and informed decision-making, providing access to detailed regulatory documentation such as Form CRS to ensure clients understand the firm's services, fees, and fiduciary responsibilities. By combining regulatory expertise, multi-state licensing capabilities, and a client-centered approach to wealth management, Cornerstone Wealth Management serves as a trusted advisor for individuals seeking professional guidance on investment strategy and financial planning across diverse market conditions.Read More