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Cornerstone Wealth Management LLC

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Cornerstone Wealth Management LLC

Mission statement:

Cornerstone Wealth Management LLC is committed to helping our clients develop a solid financial foundation. Honesty, intergrity, trust, service, and knowledge are the foundation upon which our business is based. We work with our clients by helping simplify, organize, plan, and protect their financial life. Our objective is to develop long term relationships with our clients.

Overview:

Cornerstone Wealth Management LLC believes that creating a financial foundation is important for our clients, having solid core holding as a foundation or "cornerstone" makes for building an entire structure possible. Cornerstone Wealth Management strives to help you build a structure that can provide income during retirement. The advisors of Cornerstone Wealth Management are located in Buffalo, MN with appointments at other locations available upon request; we specialize in Retirement Income Planning, Wealth Management Services, Independent Financial Planning and College Planning. We want to simplify your financial life.

As financial advisors we have access to many financial products. For some people the choices are endless and people giving conflicting advice are everywhere. At Cornerstone Wealth Management LLC, getting to know you and your goals means that we can find a financial strategy customized for you. We help you sift through the conflicting information and come up with appropriate strategies. We offer appropriate products and financial services and pride ourselves on delivering excellent service. Markets are unpredictable, but by utilizing appropriate stategies your chances of success maybe greatly enhanced. Please call our office if you would like to schedule a no-obligation consultation to see if we can help you pursue your financial goals and dreams.

John Sundman is a CPA, CMA, Business owner, husband, father, Rotarian, and active church member. John is a Securities Principal having over 38 years of business experience,and 13 years of experience as a financial planner.

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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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