Cornerstone Investment Associates brings an integrated approach to your financial situation. Our organization provides a planning, tax, and estate discipline to the asset management process. We help to ensure that you meet your goals through after-tax returns that will allow you to work toward preserving, growing, and transferring your wealth.
We founded our company after discovering that many of our clients had been underserved by advice received from underqualified professional advisors. Much of this advice stemmed from a common model of investment firms—the one where the company sells you its own products in order to meet internal sale goals rather than focusing on the appropriate investment solutions that best provide for the client's economic security.
Our group consists of investment professionals and CPAs with more than 40 years of combined experience in investment management, capital markets, estate and financial planning, and tax planning and preparation. Our goals align with our clients' goals, and we pride ourselves on our transparency.