At Cornerstone Capital Advisors, we help you to align your financial resources with your unique values and goals through an integrated investment strategy and a customized financial plan.
As a fee-only, Registered Investment Advisor, our experienced staff has a fiduciary responsibility to provide you with objective advice and strategies which keep your interests ahead of our own.
We offer Financial Planning and Investment Advisory services, ensuring that all of the financial puzzle pieces work together effectively.
While you are working (Accumulation Stage):
- Goal-based financial planning and probability analysis
- Wealth Enhancement, Protection and Transfer strategies
- Tax minimization strategies
During Retirement (Distribution Stage):
- Tax Efficient Retirement Solutions: Strategies, Execution & Monitoring
- Retirement Income
- Social Security
- IRA Withdrawals & Tax withholding calculations
- Roth IRA conversion tax planning and execution
- Charitable and legacy planning
Our Investment Advisory Process provides structure, discipline and accountability to the management of your investment assets, ensuring we fulfill our obligation to deliver prudent investment advice with outstanding personal service. Together, we’ll create and implement and monitor a plan catered to your unique needs. Contact us today to schedule your no cost and no obligation Discovery Meeting.