Cornerstone Wealth Management

At Cornerstone Wealth Management Group, we take pride in being a team of Certified Financial Planners (CFP) dedicated to helping our clients achieve their financial goals. With a comprehensive approach to investing, we understand that every individual has unique financial needs and aspirations. Our team of experienced investment advisors is committed to providing personalized wealth management services, tailored to meet the specific requirements of each client.

What Makes Us Unique?

Our team of experts is passionate about simplifying the conversation around finances, making it easier for our clients to make informed decisions about their financial future. We believe in building long-term relationships, founded on trust, transparency, and expertise. Our mission is to empower our clients to take control of their finances, making their lives easier, and their futures brighter.

Our Services

We offer a wide range of financial planning and wealth management services, including investment advisory, financial planning, and portfolio management. Our team of CFP practitioners is equipped to provide expert guidance on various aspects of financial planning, such as retirement planning, estate planning, and tax planning. We also offer access to a range of financial tools and resources, including our Cornerstone App, which allows clients to monitor their investments on-the-go.

Our Team

Our team of experienced professionals is led by Brian J. Click, CFP, Managing Partner and Wealth Adviser, and includes Alan Rader, Associate Wealth Advisor; George Scott, CFP, Partner and Wealth Adviser; Buffie Shepherd, Operations Manager; Andrew Julian, CFP, Wealth Adviser; and Crystal Jobe, Operations Associate. Together, we bring a wealth of knowledge and expertise to the table, ensuring that our clients receive the best possible guidance and support.

Our Mission Statement

At Cornerstone Wealth Management Group, our mission is to provide exceptional wealth management services, built on a foundation of trust, expertise, and personalized attention. We are committed to helping our clients achieve their financial goals, and to making a positive impact on their lives.

Financial Articles of Interest

We believe in staying informed and up-to-date on the latest developments in the world of finance. Our team regularly publishes articles and insights on various financial topics, including investing, retirement planning, and more. We invite you to explore our library of financial articles, and to stay informed about the latest trends and developments in the world of finance.

Client Relationship Summary

At Cornerstone Wealth Management Group, we prioritize our clients' needs above all else. We believe in building long-term relationships, founded on trust, transparency, and expertise. Our team is committed to providing exceptional service, tailored to meet the specific requirements of each client.

Account Access

We understand the importance of staying connected to your financial information, wherever you are. That's why we offer secure online access to your accounts, through our Cornerstone Portal and Charles Schwab Login. Our mobile app also allows you to monitor your investments on-the-go, giving you greater control over your financial future.