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Welcome to Cornerstone Wealth Management Services

Welcome to Cornerstone Wealth Management Services website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

At Cornerstone Wealth Management Services  we provide financial solutions to clients and small businesses.  Through a comprehensive approach to managing wealth, we address our clients' specific needs including risk management, planning for retirement, in the distribution phase of retirement planning, tax strategies, and estate planning.  We utilize two distinct platforms when it comes to comprehensive financial planning.  The first platform is Cornerstone Insurance Services LLC and the second is Cornerstone Wealth Management Services and the relationship we have with the Royal Bank of Canada Correspondent Services, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.  Both platforms give us the ability to help clients in all areas of their financial picture.  Cornerstone Wealth Management Services has the advisory, brokerage, and wealth management services that we can draw from and Cornerstone Insurance Services has the insurance broker platform in health, life, annuity, and disability.  

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Weatlh Management Approach
We helps clients protect, manage, grow, and transition their wealth.  There are four cornerstones to comprehensive wealth management that we help clients with; 1. risk management, 2. investment/retirement planning, 3. trust & fiduciary services, 4. and banking.  Understanding the values, needs, and vision of what the client wants is the core of helping clients.  Our approach is flexible and accommodates your unique situation.  Visit Cornerstone Insurance Services, LLC's website at cornerstoneins.net and that is where we help clients with all of their insurance needs; from health care for all individuals and businesses, disability programs, long term care insurance, and insurance for businesses.  Cornerstone Insurance Services, LLC are brokers and they work to find out what the client needs and they shop around to many companies to find the best plan.
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 Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC 4400 MacArthur Blvd #850. Newport Beach, CA 92660. (888) 277-1974 Cornerstone Wealth Management Services and Capital Synergy Partners are Unaffiliated Entities

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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