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Experience the Difference Custom Wealth Strategies
Can Make for You and Your Loved Ones

As your financial partner, we’re committed to the fiduciary obligation to act in the best interest of our clients. We’re driven by our fee-for-service, personal CFO model in which we position ourselves as your trusted advisor, coach, and advocate. Whether you’re an individual contractor or running a family business, we’ll address your unique needs and design a strategy that focuses on your goals. Together, we'll work to:

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Get to Know Our Founder

Meet the Founder & Managing Partner

We’ll Work With You To Build and Protect Your Wealth

At Cornerstone Wealth, we’ve found that proactive tax planning is the foundation of effective wealth management, yet is often overlooked. Our customized  approach helps contractors reduce their tax liability, keep more of what they make, and further build and protect their wealth. Using the Builder’s Tax Reduction Roadmap Strategy, our principals can help you experience a level of unmatched tax and strategy planning. 

Our Solution Has 3 Steps:

1. Initial Contact

In connecting with our team, we will review your company structure, tax, and/or revenue concerns you may have. We offer a 60-minute complimentary consultation to find out more about your business and discuss how to take advantage of various advanced tax reduction strategies. 

2. Engagement

We will create a custom “executive summary” for you, outlining strategic improvements and comprehensive recommendations, including a suggested implementation timeline. 

3. Implementation

Next, we will work with you to put your plan into action. Working in conjunction with your other advisors, we usher in higher revenue preservation, minimize tax impacts, and enhance asset protection. Once your plan is fully implemented, the identifiable KPIs progress and translate into increased revenue retention, as well as heightened liquidity options. 

Working To Save & Accumulate Your Company’s Wealth
Year After Year

Proactive tax planning can save you money on your taxes, provide the tools to create generational wealth, and help ensure that you are always in control of your family’s financial future. 

Our Tax Reduction Roadmap Strategy is in use by a growing number of clients and companies throughout the country, and we look forward to connecting with your organization. 

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Cornerstone Wealth

Business Planning Services

It’s time to re-think what a financial professional can do for your business.

For too long, the financial services industry has fallen short when serving business owners, like you. From pitching insurance products and retirement strategies to persuading you to hand over your hard-earned profits to invest in the stock market, there has been no shortage in the sales methods brought to the table. 

We get it - the last thing you want is another vendor. This is why at Cornerstone Wealth, we consider ourselves a true partner. Our passion for helping you grow your revenue, reduce your expenses and optimize your tax situation is endless. You’re looking for someone to serve as a financial “thinking partner,” and we’re here to help you maximize every dollar that flows through your company.

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Here Are a Few Ways We Help:

Organize and Track Your Finances. We create systems to help our clients track and analyze assets, liabilities, income, and expenses. You’ll know exactly what to expect at all times, so you can make quick decisions with confidence. 

Tax Reduction Strategies. We’ll get to know your business inside and out to identify opportunities to reduce your tax bill. Our goal is to make sure you’re not leaving money on the table, so you can be free of that “fear of missing out” feeling. 

Next Dollar Planning. Having a great quarter means having to decide where to place the extra cash back into the business, home projects, college, or real estate? We will help you decide how to allocate that money, so you can maximize it’s impact on you, your family, and your business. 

Vendor Vetting. As a business owner, you are constantly being pitched products and services. As your “financial thinking partner,” we’ll run interference for you by vetting potential service providers, so you can focus on your business and be prudent with your profits.

Financial Advisor “Normalcies”. Insurance selections, retirement plan set up, employee benefits, investment accounts, wills/trusts, etc. We have helped hundreds of businesses successfully implement these various financial elements. And, if you already have an investment or insurance professional, we’ll act as a second set of eyes to keep them honest. If not, we can include these types of services in our engagements, so that all of your boxes are checked.

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Discover How We've Helped Businesses Just Like Yours

Read Our Case Study