Initial Consultation

If you lack understanding and peace of mind regarding your investments, we offer two initial ways to learn more about how Cornerstone Wealth Partners can assist you. Either initial option is free of charge for new or prospective clients.

Option One…

You are encouraged to attend one of our successful and entertaining Educational Events. We hold these introductory events regularly so that new and prospective clients can learn more about what we do. At the end of the workshop you’ll have an opportunity to schedule a one-on-one consultation with an Investor Coach.

Option Two…

Contact us to schedule an initial consultation. In advance of our meeting we will provide a few materials for your review so that you better understand our approach to investing.