About Cornerstone Wealth Management
We are a boutique wealth management firm managed by formerly practicing CPAs and attorneys, and modeled after what is called a “family office.†The approach of a family office is much more comprehensive and sophisticated than the approach of a typical investment advisory firm. We manage wealth for investors with a net worth of typically $10 million or more. We also have a program for individuals with less than $10 million where applicable. Please visit our website at cornerstonewm.com to find out more about our approach. Specialties Family Office Services, Private Placements, Investment Adviser, Wealth Management
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