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Cornerstone Wealth Management, Inc.
       
 
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Cornerstone Wealth Management, Inc.
 
 
Overview: 

Our Philosophy

Since the inception of Cornerstone over twenty-five years ago, we have assisted our clients in achieving their unique financial, retirement and investment planning objectives. We are a team of qualified professionals providing a wide range of services including personal investment and financial planning, retirement planning, corporate benefit programs and investment securities.

One of our cornerstones is assisting each client in developing a financial planning and investment strategy tailored to the client's unique goals, life values, and risk tolerance. Working toward this goal requires that we know each of our clients well. We need to know what matters to them and what enables them to sleep at night. We also need to know what keeps them awake at night. Accordingly we spend more time listening to our clients than we do talking. After we have listened we are able to make recommendations for a person or family, not just for another account.


 
 
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