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Transition Support

At Cornerstone Wealth Management, we understand that getting acclimated to independence doesn’t happen overnight. New advisors joining Cornerstone are given an experienced transition and onboarding team to make their move easier and more efficient.

For the first three months, these teams help with opening new accounts, transferring assets to LPL Financial, establishing account service needs and training on how business is conducted at Cornerstone. These services reduce your stress during transition and allow you to focus on your clients, providing them with a more seamless experience.