Private Client Services

At Cornerstone Wealth Services, we work with successful people and business leaders who have complicated financial situations. We're experienced in things like planned giving, tax-smart investing, special investments, and managing executive pay. Our main goal is to help you build a legacy you're proud of, while effectively handling your taxes, both now and in the future. Whether you're dealing with stock awards, complex retirement plans, or considering stepping back from real estate management, we're here to provide solutions that give you confidence about your family's financial future.

• Strategic Lending Plans
• Planned Giving
• Advanced Estate Planning
• Tax-sensitive Investing
• Alternative Investments
• Executive Compensation Management
• Insurance Planning