Cornerstone Wealth Management, LLC

Wealth Management Firm in Carlisle, PA

Firm Info
Address: 15 State Ave, Carlisle, PA 17013, USA
Phone: (717) 385-4727

Firm Size
Assets Under Management: $352.9 million
# of Advisors: 4
# of Clients: 797
Client to Advisor Ratio: 199:1
Average Account Size: $442,770
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Cornerstone Wealth Management Overview

River Wealth Advisors LLC is an investment advisory firm that has been operating since 2014. The company is based in Camp Hill, PA, and operates on a fee-only arrangement basis. This means that they only charge a fee for the advice that they provide and do not receive commissions for any investment products that they recommend. The firm is registered as an investment advisory firm that specializes in providing investment advice only. They offer a range of services to their clients, including financial planning, portfolio management for individuals, small businesses, and institutional clients. Their team of advisors has extensive experience in managing investment portfolios and helping their clients achieve their financial goals. River Wealth Advisors LLC has built a reputation over the years as a trusted partner for individuals and businesses seeking to manage their investments. Their commitment to providing unbiased and transparent advice has earned them the trust and loyalty of their clients. The company has a strong track record of delivering superior investment performance, and their team of advisors works diligently to ensure that their clients' portfolios are well-diversified and optimized for maximum returns.

Cornerstone Wealth Management is a trusted financial advisor that caters to a diverse range of clients. The firm offers comprehensive financial planning and investment management services to individuals, ranging from young professionals to retirees. It also provides wealth management solutions to high net worth individuals, offering sophisticated planning and investment strategies to help clients achieve their financial goals. In addition, Cornerstone Wealth Management serves organizations, including pension and profit sharing plans, charitable organizations, and other corporation types not listed. The firm takes pride in tailoring its approach to meet the unique needs of each client, delivering personalized solutions that align with their financial objectives. Cornerstone Wealth Management understands that there is no one-size-fits-all approach when it comes to setting fees. That's why the firm offers various fee structures depending on the services provided. For investment management services, Cornerstone Wealth Management charges a percentage of assets under management (AUM). This compensation structure incentivizes the firm to grow clients' portfolio values, aligning its interests with the clients' financial objectives. For financial planning services, the firm offers an hourly fee structure, where clients pay for advisory services on an as-needed basis. This allows clients to access expert financial advice without committing to a long-term relationship and fees. Finally, for specific financial or investment projects, Cornerstone Wealth Management offers fixed fees. These tailored arrangements provide clients with predictable pricing, giving them peace of mind throughout the entire process. At Cornerstone Wealth Management, the fee structure is designed to create transparency, align incentives, and provide value to clients.

Typical Clients, Fee Structures & Investment Minimum

on its clients.

How This Office Can Help Carlisle, PA Residents

Cornerstone Wealth Management, LLC is a financial advisory firm located in Carlisle, PA that provides personalized solutions to help clients overcome their financial challenges. This firm is dedicated to offering comprehensive financial planning services that help clients accumulate, preserve, and distribute their wealth according to their unique goals and objectives. With Carlisle, PA being a popular retirement destination, many clients seek assistance with retirement planning, income distribution, and maximizing social security benefits. Additionally, individuals and families often require assistance with investment management, tax planning, estate planning, and insurance planning. Cornestone Wealth Management, LLC, offers customized financial solutions that address these issues and work to achieve financial independence for their clients. They also provide ongoing support to help clients navigate life changes and unexpected events that may impact their financial situations.

To view the Minimum Investment and Fee Schedule for Cornerstone Wealth Management, visit their Part 2 Brochure.

Services Offered by Cornerstone Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cornerstone Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 15 State Ave, Carlisle, PA 17013, USA
Phone (717) 385-4727
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 835 SHARON DRIVE, SUITE 280, WESTLAKE, OH 44145-7703, United States

This firm has no other locations.

State Registrations

Cornerstone Wealth Management is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Georgia
  • Kentucky
  • Louisiana
  • Michigan
  • New Hampshire
  • New Jersey
  • Ohio
  • Texas

Disciplinary History

Cornerstone Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.