Cornerstone Wealth Management is a Rochester-based financial services firm specializing in personalized investment and wealth management solutions. With a primary focus on helping individuals, families, and small businesses build and preserve wealth, the firm offers tailored strategies designed to meet each client’s financial goals. Cornerstone emphasizes a holistic approach, incorporating investment planning, retirement strategies, and risk management into a cohesive financial roadmap.

The firm distinguishes itself by offering a strong advisory relationship built on trust, transparency, and consistent communication. Their advisors take the time to understand clients’ long-term objectives and implement custom portfolios that reflect their risk tolerance and life stage. As independent advisors, they are not tied to proprietary products, allowing them to recommend unbiased solutions in their clients’ best interests.

Cornerstone Wealth Management is active in the Rochester community, participating in various local initiatives and civic engagements. Their advisors maintain affiliations with key industry organizations, ensuring they stay current on regulatory changes and financial trends. This commitment to fiduciary responsibility and client education makes them a trusted partner in wealth planning.

Website: http://www.thecornerstonewealthmanagement.com/

Key Services:

– Investment portfolio management
– Retirement planning and income strategies
– Wealth accumulation and preservation
– Risk tolerance assessment and insurance solutions
– Estate and legacy planning strategies
– Educational funding and college savings plans
– Financial goal setting and progress monitoring
– Small business retirement plans (e.g., SEP, SIMPLE IRAs)