Cornerstone Wealth Management

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We are a comprehensive planning firm. We integrate all three areas of your financial life: wealth creation, distribution during your retirement years and conservation as wealth transfers to heirs or charities. Our unique value proposition is by design: 1) Independence, with an open architecture of financial products and companies at our disposal. 2) Macro-economic planning, focusing on a comprehensive, client-centered process 3) Multi-disciplinary practice At Cornerstone Wealth Management, we don't create problems; we help you discover them. We then offer solutions from a goals-based, integrated perspective. Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a of Gradient Wealth Management. Gary Kinder is registered to offer securities in IL, OH, NV and TX, and investment advisory services in IL, OH and TX. Gradient Securities, LLC and its advisors to do not render tax, legal, or accounting advice. Insurance products and services are offered through Cornerstone Wealth Management. Cornerstone Wealth Management is not affiliated with Gradient Securities, LLC.

Company Details

Employees
8
Founded
-
Address
Assistant At Cornerstone Wealth
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
cornerstonewealthmanagement.net
Keywords
Financial Advisory Services, Retirement Planning, Insurance Planning, Business & Legacy Planning.
Competitors
First Financial Group.
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