Cornerstone Wealth Strategies is an independent, full-service financial planning firm committed to providing custom strategies designed to work towards financial security to individuals, families and business owners. As independent representatives of LPL Financial, the team at Cornerstone Wealth Strategies provides unbiased fee-based advice and services including hands-on financial planning, proactive investment management, individual and business retirement consulting, estate planning, and insurance and annuities. Our wealth advisors have more than two decades of combined experience helping individuals in the Tri-Cities communities work towards their financial goals. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Cornerstone Wealth Strategies, a registered investment advisor. Financial Advocates Investment Management and Cornerstone Wealth Strategies are separate entities from LPL Financial. Feel free to visit www.SIPC.org and BrokerCheck at www.FINRA.org The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: {AZ, CA, CO, HI, ID, KS, MI, MO, NM, NC, OH, OK, OR, RI, TX, UT, WA, WY}
