Broker Check

Our Culture

Advisors hanging outAt Cornerstone Wealth Management, our advisors are independent but never alone. Since its founding in 2005, Cornerstone has created a culture of collaboration – not competition – among our community of advisors to help them grow their business.

Monthly Advisor Meetings

In an industry where new trends and developments constantly evolve, Cornerstone understands the importance of keeping its advisors up-to-date. Each month, we host a research meeting in which we educate advisors on best practices, share marketing and technology tips, and provide current economic advice.

Group of advisors and spouses enjoying a national conference

Regional Events & Conferences

Cornerstone makes bringing its advisors together a top priority. Throughout the year, we host a variety of regional events to give advisors an opportunity to meet others in the Cornerstone community and share ideas. 

These events usually examine an important or timely topic relevant to the financial industry, as well as provide updates regarding our firm.

Throughout the year, our advisors are also given the opportunity to attend several conferences around the country hosted by LPL Financial. These events allow advisors to network, share challenges and solutions, and learn business development skills from industry experts.

Social Activities

We work hard, but we also enjoy just spending time together to do something fun. Being part of the Cornerstone community means getting to hang out and connect with other advisors outside the office for happy hours, golf tournaments, ball games, dinners and more.