Financial Services For Individuals

  • Personal Advisory Services – A holistic approach to financial planning and investment advice that considers your financial goals, taxes, insurance, retirement planning, and estate planning.
  • Women and Wealth – Women face many possible transitions during a lifetime: getting a first job, marriage, children, changing careers, divorce, caring for an aging parent, losing a spouse …. and the list goes on.  We help women plan financially for all that life has is store.

Financial Services For Employers

  • Fiduciary Assessments – This assessment reviews your employer sponsored retirement plan to determine your compliance with the federal ERISA statute.
  • Fiduciary Investment Consulting – Cornerstone Capital Advisors offers services that support your role as a retirement plan fiduciary.

Common Questions (FAQs) – Frequently asked questions and answers regarding our financial planning and investment advisory services.