Join Our Team
At Cornerstone Wealth Management Partners, we use a collaborative team approach so our advisors can focus on serving their clients and building new relationships while enjoying the support of an established and talented back office team. If you are tired of being the problem solver, researcher, salesman, account manager, trader, and planner for your clients, or feel that your clients could be better serviced if you were supported by a talented team, than Cornerstone may be the right place for you. Or if you are just getting started in the business and need somewhere to start, we can be that place for you.
Compliance supervision, equipment and supplies, CRM, support of the #1 independent broker/dealer in the country LPL Financial and an in-house team to support you, are all provided by Cornerstone.
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. 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. 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 our client's assets to leaving behind a legacy.
We are currently looking to fill the following roles:
Financial Planner: For the seasoned financial advisor looking for a fresh start where you can enjoy superior back office support and the freedom to offer your clients the products and services most suitable to them, we may be the team you are looking for. This person would not be replacing Don, but adding to our team as we continue to grow and serve our clients.
For more information, or to schedule a confidential call to discuss, please email email@example.com
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
Our Cornerstone Foundations
We will make a positive difference in each of our client’s lives by guiding them as they work towards their financial dreams.
Be committed to our mission. Set expectations then strive to surpass them. Be proactive when we see an opportunity to help our clients.
We will strive to create a financial plan for each of our clients that will form the "Cornerstone" of a successful life journey.
We are passionate about guiding our clients in how to plan for a future without worry or regret.
We use a strategy of "advance and preserve" to help identify market trends and seek opportune times to buy or sell based on those trends.
We believe that growing and preserving our client’s assets is of the utmost importance. We commit ourselves to continuing education, utilizing technology and our association with LPL Financial.
No strategy assures success or protects against loss.