Cornerstone Wealth

Cornerstone Wealth Cornerstone Wealth is about people. It is about you and those affected by your wealth planning. It is about the team of professionals serving you.

Cornerstone Wealth is first and foremost about people. It is about you, the client, and those affected by your wealth planning. It is also about the team of professionals dedicated to serving you. Our vision is to be YOUR FINANCIAL PARTNER FOR LIFE. Here’s how it works. What does it mean to be your financial partner for life? YOUR: Our clients often describe us as “part of the family.” Your needs

are unique, specific, and time-sensitive. Our desire is to deliver services that meet YOUR needs, not ours. FINANCIAL: There is no question too simple to ask and no question too complex for us to research. Whether you are planning for retirement, purchasing a home, giving charitably, or making a routine purchase, we are trained to provide guidance for you. PARTNER: As your partner, we are committed to being professional and intimately acquainted with you. We deal with you honestly, openly and diligently. You will experience proactive service, clear communication and caring attention from everyone at Cornerstone. Each individual member of our team is focused on this vision. FOR LIFE: We desire to add value throughout your lifetime both financially and personally. We know the desire of most clients is to have one relationship they can rely on, from their current stage of life through the completion of their plan, and indeed, into the next generation. We are intensely focused on providing service that allows us to fulfill our vision of being. . . YOUR FINANCIAL PARTNER FOR LIFE. Our clients value a thoughtful, diligent, and proactive approach to financial planning and a process-driven, innovative, and cost-sensitive approach to investment management. For us, it is not about how much money we can make but how much value we can provide. We always welcome the opportunity for conversations about your unique situation and honest evaluations of our ability to serve you. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Cornerstone Wealth, 4804 Courthouse Street, Suite 4A, Williamsburg, Virginia 23188, 757-645-2485. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, NC, NV, PA, SD, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

We had a beautiful day for our annual team boat ride to Surry Seafood earlier this month! It’s starting to feel like sum...
06/25/2024

We had a beautiful day for our annual team boat ride to Surry Seafood earlier this month! It’s starting to feel like summer!

In honor of Juneteenth, our office will be closed on June 19th. This is a time for reflection, celebration, and commitme...
06/19/2024

In honor of Juneteenth, our office will be closed on June 19th. This is a time for reflection, celebration, and commitment to equality. We'll resume normal operations on June 20th.

Grateful for all who came to our Cornerstone Wealth client appreciation event! Your support and trust mean everything to...
06/18/2024

Grateful for all who came to our Cornerstone Wealth client appreciation event! Your support and trust mean everything to us. Here's to many more memorable moments together.

06/16/2024
06/12/2024

What are the current market expectations for June? Sam Millette, director of fixed income, takes a look ahead in his latest update.

06/06/2024

In his latest Market Thoughts video, Commonwealth CIO Brad McMillan discusses May's economic and market news and the potential risks ahead.

Wishing our incredible leader Stuart the happiest of birthdays today! Thank you for your inspiring leadership, endless d...
05/14/2024

Wishing our incredible leader Stuart the happiest of birthdays today! Thank you for your inspiring leadership, endless dedication, and visionary guidance.

Here's to another amazing year ahead filled with success, joy, and achievements!

Happy Birthday to the phenomenal Ashley Hesselbach, our amazing Client Service Associate! Ashley is a lady of many talen...
05/11/2024

Happy Birthday to the phenomenal Ashley Hesselbach, our amazing Client Service Associate! Ashley is a lady of many talents and we are so lucky to have her on the team!

Sending a big shoutout to our amazing Director of Operations, Kimberly Newton, on her belated birthday! While Kimberly s...
05/08/2024

Sending a big shoutout to our amazing Director of Operations, Kimberly Newton, on her belated birthday! While Kimberly spent her special day out of the office, we celebrated here with her in spirit!

Here's to another fantastic year ahead filled with success and happiness!

Address

5400 Discovery Park Boulevard, Suite 101
Williamsburg, VA
23188

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Cornerstone Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category