Private Banking Directory: Cornerstone Wealth Advisors, LLC


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Cornerstone Wealth Advisors, LLC

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Cornerstone Wealth Advisors, LLC

As Financial Architects, our mission is to help you design, build and sustain your financial home. Whether we are providing wealth stewardship and risk management for individuals or employee benefit strategies for business owners, our goal is to create an overall wealth plan that gives you financial security now and for the future. Drawing on over 50 years of diversified experience, we take a comprehensive and consultative approach to wealth management. Our company is based on the principle that only by understanding your unique concerns, needs and priorities can we create a personalized financial blueprint for achieving your goals as an individual and business owner. By utilizing a collaborative 5 step approach and working together with your other trusted advisors – lawyer, accountant, etc. – we develop and execute customized strategies that help you build and preserve your wealth, protect your family and business and secure your legacy. Throughout this process we educate and empower you to make solid financial decisions to give you peace of mind through each phase of your life.

North America

USA

New York

Roslyn Heights

Address:

165 Roslyn Road, Roslyn Heights, NY 11577, USA

	Phone:	+1 516 882 4101
	Fax:	+1 516 882 4058

Web:

http://www.cornerstonewealthadvisorsllc.com/

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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