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Cornerstone Wealth Management

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Cornerstone Wealth Management

Mission statement:

Our goal is to help our select clients increase asset accumulation, maximize income generation during retirement, and create a legacy plan allowing them distribute assets according to their wishes.

We do this by helping them identify and establish goals, by showing them potential problem areas, and by proactively using an appropriate mixture of financial products and strategies to potentially eliminate problems before they occur.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Overview:

We are a comprehensive financial services firm committed to helping people pursue their financial goals through education and coaching. We offer a wide range of financial products and services to individuals, professionals, and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Our unique value proposition is simple, straight-forward, and client-centered:

independence,
macro-economic planning process, and
multi-disciplinary.
    Being independent gives us an open architecture of products with which to provide wealth building options.

    Using a macro-economic process allows us to coordinate all your financial products and evaluate your financial strategies. It is through the integration of products and services that you can increase asset efficiency and enhance wealth.

    Lastly, having a multi-disciplinary practice provides us with strategic relationships with experts and back office support to address concerns and problems on multiple fronts.

Our Services
"Knowledge helps you make a living. Wisdom helps you make a life."

  While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

  We approach you not only from an advisory posture but also as your financial coach. You'll begin to understand there is no such thing as a stand-alone financial decision. A coach also provides discipline to maintain your long-term plan and objectives, when short term interests may entice on an emotional basis.

  Our role is to help you understand the rules of building, retaining, and transferring wealth. You must understand the rules, and you must know what your gameboard looks like.

  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Tax management
Investment management
Retirement strategies
Estate conservation
Insurance and annuity products
Estate and legacy planning

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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