Cornerstone Wealth Management
Cornerstone Wealth Management (CWM) is one of the leading independent comprehensive wealth services firms in the United States, dedicated to making a positive financial difference for families. As a Registered Investment Advisor, Cornerstone offers sophisticated asset management strategies. We have access to these cost-effective strategies as one of the few Investment Advisor Representatives of CWM on the east coast.
CWM's Model Wealth Program is a managed fee-based investment program available through Cornerstone Wealth Management. Investment choices include investments such as mutual funds and exchange-traded funds. Investors benefit from ongoing monitoring, regular rebalancing, management and oversight by Cornerstone Wealth Management’s Investment Policy Committee.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.