Based on your financial plan, goals, risk preferences and profile, Cornerstone Financial Partners & Associates will utilize an open architecture to:
Create a customized and diversified portfolio with a balanced amalgamation of screened financial advisors.
Research a wealth of investing strategies, such as tax-loss harvesting through separately managed accounts.
Manage your portfolio, rebalancing it as market conditions and risk-tolerances change.
Review your portfolio, modifying it to reflect your latest objectives..
GET IN TOUCH
Getting started is easy! Simply fill out the form below and set up a meeting with one of our experienced team members. In this introductory call, we’ll discuss your financial goals and go over the materials we need from you in order to move forward.