THE FOUNDATION OF YOUR FUTURE STARTS WITH THE PLANNING YOU DO TODAY
COMPREHENSIVE WEALTH PLANNING
Cornerstone Wealth Partners is an independent wealth management firm providing holistic and comprehensive strategies for families, small business owners, and other professionals throughout the greater Piedmont Triad and Foothills Regions of NC.
The foundation of our work is built on the strong relationships we have with each of our clients, where we dedicate our time to customized investment plans and integrated financial planning. As we work with our clients, we engage with each individual's needs so that together we can make timely and specific changes as circumstances arise.
A FIDUCIARY FIRM
Cornerstone Wealth Partners adheres strongly to the Fiduciary Standards required by Investment Advisor Representatives:
- Serve the client’s best interest
- Act in utmost good faith
- Act prudently — with the care, skill, and judgment of a professional
- Avoid conflicts of interest
- Disclose all material facts
- Control investment expenses
We enthusiastically embrace the legal responsibility and obligation to serve our clients' best interests at all times, knowing that it puts us on the "same side of the table" as we work together to understand and meet their wealth, personal, professional, family, retirement, and charitable goals.
As fiduciaries, we act and advise in your best interests. Always.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/ SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.