Cornerstone Wealth Management, LLC (CWM)
Cornerstone Wealth Management is an SEC registered investment firm, dedicated to making a positive financial difference for families. Our goal is to personalize our relationship with you. By developing an understanding of your needs and goals, we are able to support your interests and help preserve your assets. Our responsibility is serving you.
Cornerstone Wealth Management, LLC is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. Since the firm’s founding in 2005 by Joe Keifer and Greg Shoemaker, CWM has grown to become a "large enterprise"*, one of approximately 35 firms on the LPL platform (as of 2015). Though the firm is headquartered in St. Louis, MO, additional offices are located in AZ, CA, CO, GA, IL, MD, MN, TN, TX, VA, and WA. At CWM, the advisor’s ultimate responsibility is serving their clients. By developing an understanding of what their client needs and wants, advisors are able to support the client’s interests and strive to preserve the client’s assets. By partnering with Cornerstone Wealth Management, advisors and clients can be confident knowing that their best interests will be looked out for not only today, but far into the future as well.
Address: 13358 Manchester Road, Suite 200, Des Peres, MO 63131, USA
Phone: +1 314 394 1670
FAX: +1 314 394 1671
