Cornerstone Wealth Management Group is an independent personal wealth management firm that focuses on comprehensive, strategic wealth management for individuals, families, and businesses. Cornerstone believes that a plan is a powerful tool, and that their client’s long-term financial objectives hinge on having the right blueprint. We provide independent advice based on a holistic approach, analysis, and a clear understanding of their client’s financial, business and personal objectives.Cornerstone’s unique approach delivers the clarity and knowledge to make confident financial decisions in today’s dynamic landscape. We work closely with our clients to develop an integrated plan and ensure all planning strategies both tactical and fundamental are developed, executed, reviewed and monitored. The ultimate goal is your peace of mind – getting you to the next phase in your life as your wealth and business grow. That’s the Cornerstone advantage.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor.. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. See website www.cornerstonewmg.com for full disclosure.

Wealth for Docs an independent personal wealth management firm that focuses on comprehensive, strategic wealth management for doctors. Wealth for Docs believes that a plan is a powerful tool, and that their client’s long-term financial objectives hinge on having the right blueprint. We provide independent advice based on a holistic approach, analysis, and a clear understanding of their client’s financial, business and personal objectives.Wealth for Docss unique approach delivers the clarity and knowledge to make confident financial decisions in today’s dynamic landscape. We work closely with our clients to develop an integrated plan and ensure all planning strategies both tactical and fundamental are developed, executed, reviewed and monitored. The ultimate goal is your peace of mind – getting you to the next phase in your life as your wealth and business grow. That’s the Wealth for Docs advantage.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor.. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. See website www.wealthfordocs.com for full disclosure.

Work with international HVAC manufacturer's helping them set up distribution for commercial products (chillers, air handlers, filtration) in USA.