302 East Main Street,
Holistic Financial Planning
Supporting your goals with customized financial strategies
Professionally Managed Investments
Using in-depth research and due diligence to align your portfolio with your needs
Providing objective guidance to help you pursue financial independence
At Cornerstone Wealth Services, our goal is to be your trusted advisor by offering clear, objective advice that you can count on to support your goals. With more than 35 years of experience in the industry and serving generations of families, we help guide you through the investment world to identify opportunities and avoid landmines, creating a customized financial plan that you can feel confident in following toward your ideal future.
We believe in using professionally managed investments to build a diversified portfolio that balances your need, ability and willingness to take risk. We aim to find the right balance, so you feel comfortable weathering the ups and downs of the market while staying on course. As a fee-based advisor, Cornerstone Wealth Services doesn’t earn commissions, so the recommendations we make are solely in your best interest.
While your investments certainly help build your wealth, we want to be sure your entire financial life is working in coordination. Learn how other areas of your life can have an impact on your financial future.