Delivering Trusted Value

Cornerstone Wealth Strategies provides a systematic approach to working with a wide variety of clients nationwide. Located in the Washington D.C. metro area, our approach is uniquely designed to serve clients within two unique industries sectors:

Hospitality Executives are challenged by extremely heavy travel schedules, highly concentrated stock positions, and maintaining complete financial control within an extremely dynamic financial environment.
Government Contractors face unique challenges as business owners, including the need to create and implement succession plans as they transition out of their existing business.

By focusing primarily on clients in these two sectors, Cornerstone Wealth Strategies is able to provide an extra level of value that meets each client’s needs. Serving as your “advisory team leader,” we make it our goal to effectively manage the coordinated efforts of all members of your financial planning team – including CPAs, attorneys, accountants, etc. – to ensure synchronized, steady progress toward one common goal: your complete financial success.

Delivering Trusted Value

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