Your financial future deserves unwavering loyalty

As we act as fiduciaries with advisory accounts, we are legally and ethically bound to put your interests first – always. Experience financial planning focused on trust, transparency, and your long-term success.

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Our Foundation

The Fiduciary Difference

Unlike many financial advisors, we operate under a fiduciary standard—a legal obligation to act in your best interest at all times, independent, customized, collaborative, professional of interest.

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Legal Obligation

We are legally required to recommend strategies that serve your best interests, not ours. This isn't just a promise—it's the law that governs everything we do.

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Full Transparency

Every fee, every recommendation, every potential conflict is disclosed upfront. You'll always know exactly what you're paying for and why we're recommending it.

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No Hidden Commissions

We never receive commissions from investment products. Our compensation comes solely from you, ensuring our advice is always objective and conflict-free.

Meet Our Leaders

Our Team

Our managing partners bring decades of experience and unwavering dedication to helping clients work toward achieving their financial goals.

Scott Saffer

Co-Founder & Managing Partner

Energy and attitude define Scott's approach to financial planning. With over 23 years in the industry, Scott excels at guiding families and small businesses through a thoughtful process that helps them clearly see their current financial path.

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Jamie McBride

Co-Founder & Managing Partner

With over 30 years in financial services, Jamie specializes in wealth management and financial planning for individuals and small businesses. His dedication to helping people work toward reaching their goals led to the co-founding of Cornerstone Wealth Partners. and his selection to the Window World Board of Directors.

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Adam Elover, CFA®, CPWA®

Chief Investment Officer

Adam serves as Chief Investment Officer, bringing over 23 years of Wall Street experience. He specializes in developing investment strategies for high-net-worth clients and managing sophisticated portfolios with complex needs.

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Michelle Hirsch

Operations Manager

Michelle brings more than 18 years of experience in the financial services industry to her role as Operations Manager at Cornerstone Wealth Partners. She plays a key role in ensuring the firm runs smoothly day to day, supporting the team and reinforcing Cornerstone’s commitment to exceptional client service and operational excellence.

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Comprehensive Planning

Holistic Financial Guidance

We look at every aspect of your financial life to create a cohesive strategy that adapts as your circumstances evolve.

Liquid Planning supports financial success

Retirement Planning

Strategic planning for a confident retirement, including Social Security optimization, pension analysis, and withdrawal strategies designed to make your savings last.

Investment Management

Evidence-based portfolio construction tailored to your risk tolerance and goals, with ongoing monitoring and rebalancing to keep you on track.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. (28-LPL)

Tax Planning

Proactive strategies to minimize your tax burden, including tax-loss harvesting, Roth conversions, and charitable giving optimization.

Estate Planning

Ensuring your legacy is preserved and transferred according to your wishes, while minimizing estate taxes and avoiding probate complications.

Risk Management

Comprehensive insurance analysis to protect what matters most—your family, your assets, and your income—without overpaying for coverage.

Education Funding

College savings strategies using 529 plans and other vehicles to fund your children's education without derailing your retirement goals.

Our Approach

How We Work Together

A systematic approach to understanding your unique situation and building a roadmap to financial confidence.

01

Discovery

We dive deep into your financial life, goals, values, and concerns to understand what truly matters to you.

02

Analysis

Our team analyzes your complete financial picture using sophisticated planning software and decades of experience.

03

Strategy

We present a customized financial plan with clear recommendations and the rationale behind each strategy.

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Partnership

Implementation and ongoing guidance to adapt your plan as life changes, markets shift, and opportunities emerge.

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October 2024
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Ready to Experience the Fiduciary Difference?

Schedule a complimentary consultation to discuss your financial goals and learn how our fiduciary approach can provide clarity and confidence for your future.

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