Cornerstone Wealth Advisors, Inc.

Cornerstone Wealth Advisors, Inc.

Financial Services Edina, Missouri, United States 9 employees
Employees
9
Contacts
1
Emails
1
Phones
1

Cornerstone Wealth Advisors, Inc. Overview

Headquarters
Edina, Missouri, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
9
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cornerstone Wealth Advisors, Inc.

A cornerstone is “the chief foundation on which something is constructed or developed.” It is both “essential” and “indispensable,” according to dictionary.com. Without solid cornerstones that are well-grounded and thoughtfully-designed to support both fundamental needs and visionary aspirations, the buildings that shelter, house, comfort and inspire us would soon show cracks. In time, they would likely come to disappoint – if not endanger – us. We believe ongoing planning advice that is similarly well-grounded and thoughtfully-designed to be fundamental to achieving your life’s goals and enhancing its quality, for your well-being and that of the people and causes you care most about. At Cornerstone, we don’t do ‘paint-by-numbers’ planning. We also don’t give advice based on ‘how-it’s-always-been-done-before.’ That’s because such analyses and rules-of-thumb are often either based on decades-old research or fail to consider how human behavior impacts the outcomes calculated by a software program. How does this matter? It can mean telling a client she has to work five more years to achieve her financial security when, based on empirical research, she really doesn’t. Or that a couple can’t afford to travel as they wish in their early retirement years when, in fact, they can. This is what we mean when we say that employing our nationally-recognized expertise and offering thoughtful advice with care and attention to each individual client can make all the difference. Our planning, advisory and wealth management services are designed to reflect these beliefs.

Cornerstone Wealth Advisors, Inc. Contact Details

People in AeroLeads
1
With contact data
1
Email contacts
1
100.0% coverage
Phone contacts
1
100.0% coverage

Cornerstone Wealth Advisors, Inc. Org Chart

Sample employees and titles
Name Title Contact
Sara Kantor, Cfp®
Email Phone

Department Contact Coverage

Department Contacts Email Phone
Finance 2 2 2

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