Cornerstone Wealth Management

Wealth Management Firm in McMinnville, OR

Firm Info
Address: 115 Center Ave, Molalla, OR 97038, USA
Phone: (503) 829-4455

Firm Size
Assets Under Management: $352.9 million
# of Advisors: 4
# of Clients: 797
Client to Advisor Ratio: 199:1
Average Account Size: $442,770
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Cornerstone Wealth Management Overview

Cornerstone Wealth Management is a registered investment advisory firm that has been providing investment advice and financial planning services to individuals and small businesses since 1996. The firm is headquartered in Westlake, OH and operates on a fee-based fee arrangement. As an investment advice only firm, Cornerstone Wealth Management is solely focused on providing expert guidance and recommendations to help its clients achieve their financial goals. The firm's service offerings revolve around two core areas: financial planning and portfolio management. Their financial planning services help clients develop a comprehensive financial strategy that takes into account their unique financial situation, objectives, and risk tolerance. This includes guidance on retirement planning, education planning, tax planning, estate planning, and more. Cornerstone Wealth Management also offers portfolio management services that are tailored to the needs of each individual client. Their investment professionals take a proactive approach to managing portfolios, seeking out new opportunities and maintaining asset allocation strategies that are designed to optimize long-term returns. The firm's clients can enjoy peace of mind knowing that their investments are being managed by experienced professionals who have their best interests at heart.

Cornerstone Wealth Management offers its services to a diversified range of clients. These include individual investors, high net worth clients, profit sharing plans, charitable organizations, and various other corporations. Regardless of the client type, Cornerstone Wealth Management is committed to addressing their individual needs and helping them achieve their unique financial objectives. They offer customized solutions that cater to the distinct financial goals of each client. With a highly skilled team of financial experts, Cornerstone Wealth Management ensures that each client receives exceptional service and tailored advice to maximize their financial growth. Cornerstone Wealth Management boasts a range of fee structures that cater to various client needs and financial preferences. For those opting for ongoing financial management, the firm offers a percentage of AUM fee. This fee is dependent on the assets under management. For clients who prefer to pay for services as per their usage, the firm offers hourly-based fee structures. This fee is charged according to the time spent on the job, and the complexity of the task at hand. The firm also offers fixed fees based on specific services, which is the ideal option for clients who prefer to know their costs upfront. With these various fee structures, clients can choose the payment plan that best suits their unique financial scenario.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Cornerstone Wealth Management states that the firm does not impose a minimum account size for investment. Therefore, clients can start investing with the firm regardless of the amount they want to invest. This means that both high net worth individuals and those who are just starting their investment journey can avail of the firm's services.

How This Office Can Help McMinnville, OR Residents

Cornerstone Wealth Management assists clients in McMinnville, OR by providing comprehensive financial planning and investment management services. The team at Cornerstone Wealth Management works closely with clients to understand their financial goals, risk tolerance, and unique circumstances to develop a personalized plan that works for them. In addition to investment management services, they also provide retirement planning, estate planning, tax planning, and insurance planning services. Living in McMinnville, OR, individuals may face a variety of financial situations, such as planning for retirement, managing wealth, or saving for a child’s education. Additionally, many residents may have multiple sources of income, including investments, rental properties, or small businesses. Cornerstone Wealth Management assists clients in navigating these financial complexities and developing a cohesive plan to ensure financial success. With a focus on understanding each client's situation, developing tailored solutions and providing ongoing support and guidance, Cornerstone Wealth Management is an invaluable resource for those living in McMinnville, OR.

To view the Minimum Investment and Fee Schedule for Cornerstone Wealth Management, visit their Part 2 Brochure.

Services Offered by Cornerstone Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cornerstone Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 115 Center Ave, Molalla, OR 97038, USA
Phone (503) 829-4455
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 835 SHARON DRIVE, SUITE 280, WESTLAKE, OH 44145-7703, United States

This firm has no other locations.

State Registrations

Cornerstone Wealth Management is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Georgia
  • Kentucky
  • Louisiana
  • Michigan
  • New Hampshire
  • New Jersey
  • Ohio
  • Texas

Disciplinary History

Cornerstone Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.