Broker Check

COVID-19 Office Update from Cornerstone

March 18, 2020

We want to share updated information about the steps we’ve taken to minimize any potential impact to our clients as a result of the Coronavirus (COVID-19) situation and maximize our efforts to keep our team and clients safe.

This event, first and foremost, has all of us focused on the safety and health of our families, friends and clients. We are closely monitoring the rapidly changing data and facts associated with COVID-19 and the impact it is having both locally and around the world.

We want to assure all of you that we have a Business Continuity Plan in place to minimize any possible disruption to our team and our ability to service our clients. We are prepared to continue the high level of service you expect from us. To give you practical examples of the infrastructure we already have in place:

  • We can answer your emails from anywhere in the world.

  • We can answer your phone calls from anywhere in the world.

  • We can process trades from anywhere in the world.

  • We can process rollovers, contributions, distributions, etc. via DocuSign; you guessed it, from anywhere in the world.

To be clear, we are NOT closing the office or the business; we are working diligently for you from early mornings to late nights. However, with the recommendation from the CDC, we have made the difficult, yet extremely important decision to ask ALL of our team members to work from home, and so our office is temporarily closed to the public. We have put secured systems in place so that we can continue “business as usual” remotely. Our team will be working remotely from home with complete access to our normal computer systems and we will be available via email and cell phone to transact business and take care of your needs. With this decision, we would like to highlight a few changes that you may experience over the next few days or weeks.

Because our team is working away from the office, we will not be able to answer the phone right away when you call. Would you please leave a detailed message on our voicemail so that we can call you back and answer your questions or process your request? We are able to receive our voicemail messages through our secured email and will be able to follow up on every call. With that, you should be aware that the number that you have entered into your phone’s memory/address book is our office number. You may be receiving a phone call from one of our valued team members’ cell phone number as they are working at their home and away from the office phones. We recognize and respect that you may not want to answer your phone if you don’t recognize the phone number on your caller ID, so we would be happy to leave a message for you so that you know that it is a legitimate number. We will also send a follow-up email to make sure that you know that we received your message and are trying to connect with you.

We are so grateful to be able to do business with you and consider you part of our family here at Cornerstone Wealth Management Partners and sincerely appreciate your patience and understanding in these rapidly changing times!


Sincerely,

Don and Leslie Rich, Nathan Abraham, Bethany Thomas