Your financial and personal objectives are as unique as they are ever-changing. It’s why our experienced private wealth advisors take the time to understand the challenges families can face while remaining focused on where you want to go. With your interests in mind, we tailor for you a suite of family office services designed to streamline all aspects of your financial life. These services are powered through our robust
technology including a secure client portal, wealth forecasting software and virtual meeting capability. Our dedicated client service team ensures a smooth transition for every new client with ongoing, knowledgeable and friendly support for all your financial transactions and account maintenance needs.
Planning
At Cornerstone Advisory, we know that the most significant task for a private wealth advisor is to help clients meet their life goals. Our client-centered approach allows us to move from simple, static financial planning to a dynamic model that is more relevant to your specific needs. Our use of wealth forecasting allows us to manage all your assets from a “planning first” perspective.
- Education
- Financial Independence
- Philanthropic
- Sophisticated Forecasting Software
- Custom Portfolios
- Concentrated Position Management
- Minimize Tax Implications
Customization
We design personalized portfolios focused on diversification and risk management. Many of our clients come to us with legacy positions that have large embedded capital gains. We’ll help you manage them so they generate income while minimizing any tax implications.
Advocacy
We carefully assess our clients’ entire financial picture. After understanding your objectives, our team of vetted trusted advisors will address any legal, mortgage, tax prep and insurance needs you may have. When necessary, we’ll partner with tax attorneys and other professionals on your behalf.
- Legal
- Lending
- Tax Prep
- Insurance
- Custom Reporting via Client Portal
- Household Balance Sheets
- Consolidated Investment Account Reports
- Performance and Allocation Reporting
- Quarterly Performance Reviews
- Income Tracking
- Outside 401K Tracking
Tracking
In addition to managing our clients’ investments, we also oversee those at outside firms including 401Ks, 403Bs and other corporate retirement plans so you receive a complete view of all your finances.
Family
Office
Wealth
Management
Financial
Planning
Investment
Management
Investment
Access
Socially Responsible
Investing