CORNERSTONE WEALTH STRATEGIES

Cornerstone Wealth Strategies was founded on the principle that a comprehensive financial plan is the most important part - the cornerstone - of your financial life... We believe that we can provide the greatest value to our clients through a team approach. With few exceptions, team members are interchangeable so that we can provide depth, accessibility, and timely service. We want you to feel confident that multiple people at Cornerstone can address any concern, question, or need that you have... We believe that our clients are best served when we can provide them a holistic approach to planning for the future. To achieve this, we consider the combination of retirement, estate, education, business, and tax planning. By utilizing this method, we are able to adjust plans as clients' needs change, working towards a more reliable and accurate plan.

Also known as: Cornerstone Wealth Strategies, Inc.

Primary location: Kennewick United States