facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

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

Using a Proprietary Process, We'll Help You Sustain Your Wealth Across Generations

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. 

  1. Engagement

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

  1. 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 and 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. 

Learn How To Reduce Your Taxes Now

Get Started