Why We Are Different
Cornerstone Wealth Management Partners, PC and Don Rich want you to be prepared when life brings the inevitable-change. Whether you are planning for a major purchase (new home, vacation property, etc.) or planning for retirement, major life events may warrant a review of your current portfolio, or you may need a second opinion. Even careful planners are faced with life’s surprises. It’s important to understand how life changes affect your financial goals.
After graduating with honors from MSU in 1977, Don completed a Master of Science at the University of Arizona. He began his financial advising career in 1980 when he began studying for and earning his licenses and certificates. It only took a few years in the industry for Don to determine he would be able to better serve his clients by becoming an independent advisor with LPL Financial in 1991. Don went on to complete his CERTIFIED FINANCIAL PLANNER™ certification and second Master’s degree in Personal Financial Planning from the College for Financial Planning. As the complex financial industry evolves, Don and the CWMP team understand the importance of continuing education.
Our independence affords you with the potential benefit of personalized and impartial investment strategies based on your unique time horizon, financial objectives, risk tolerance, and tax considerations. Independence means we are free to recommend only those products and services that address our clients’ needs – that is, no quotas or pressure to sell proprietary products. Truly independent research enables Don to choose investments solely on the merits of their characteristics and their suitability for your financial goals.
At Cornerstone Wealth Management Partners, we are in a unique position to contribute to the financial success of our clients and our community – while taking full advantage of comprehensive back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the #1 independent broker/dealer in the country.* These advantages are passed on to our clients in the form of better and more personalized service.
In an increasingly complicated era, pursuing your financial goals depends on unbiased advice; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances. We remain devoted to serving our clients ethically and exceedingly well and would love an opportunity to demonstrate our experience in developing strategies that support your personal aspirations – from growing your assets to leaving behind a legacy.