Experience

Cornerstone Wealth Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Advisor, Partner

  • Dec 2004 - Present

• Wealth Advisor

  • 2004 - Dec 2004

  Cornerstone Financial Partners, Inc. is led by four wealth management professionals with diverse and complimentary backgrounds with over 80 years of combined experience who employ 21 wealth advisors and 30 executive and professional staff members. The partners share a passion for the industry and serving their clients. They believe that the key to successful wealth management is to achieve the optimal balance between enhancing returns and managing risk between wealth preservation and portfolio growth. Cornerstone Financial Partners is committed to serving their clients in a manner that aligns with the firm’s core mission to provide clarity and confidence in the ever changing world of wealth management. Show less


Lincoln Financial Advisors
• Financial Services
• 1 - 100 Employee
• Financial

  • Sep 2003 - Dec 2004