PHILOSOPHY
At Cornerstone Asset Advisors Inc., we believe that managing investments for our clients is only a part of the answer. We take a responsive personalized approach in partnership with each client, while considering their current and future financial needs, their stage in life, their tolerance for risk, their objectives, their dreams, etc. In addition, we pursue all of this with a long-term perspective in mind and we do not let short-term conditions affect our journey.
This holistic advisory approach where we consider someone’s complete financial situation has been born out of our experience that this is the best way to provide comprehensive financial solutions. However, this can only be achieved if the number of clients we work with is limited. Our client partners are our most important assets, and we desire to be a constant positive foundational influence in their lives. We want to be their financial cornerstone.
If this philosophy resonates with you, please consider contacting us and we will be happy to have further discussions on this topic and how we can apply it to your unique needs.
FOR MORE INFORMATION
If you would like to discuss partnering with us, please fill out the form below and one of our staff members will get back to you.