The three characteristics that distinguish us from other firms are the longevity of our client relationships, the level of client service, and the credentials and experience of our staff.
Longevity: While we welcome new clients each year, we are particularly proud of the longevity of our client relationships. Most of them have been with us for over 10 years and many date back over 30 years. In addition, many client relationships include children and grandchildren, allowing us to strategize for generations to come.
Intensive client service: Under our retainer relationship, our services are multifaceted and include many meetings and conversations throughout the year. As a trusted advisor, we are in a unique position to monitor and understand changes in family dynamics or philosophy over time. In addition, Cornerstone clients enjoy a low ratio of clients per professional.
Credentials: Members of our staff hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and are Certified Public Accountants (CPA’s). The Personal Financial Specialist (PFS) is perhaps our most prestigious designation because it requires additional experience, education and references that set us apart from other financial planners. All three of our senior staff hold the PFS credential and collectively have over 100 years of experience serving the needs of wealthy clients and their families.