Knowledge, Integrity, Solutions and Service
Cornerstone Wealth Management is an SEC registered investment firm, dedicated to making a positive financial difference for families. Our goal is to personalize our relationship with you. By developing an understanding of your needs and goals, we are able to support your interests and help preserve your assets. Our responsibility is serving you.
Welcome to Cornerstone Wealth Management
Since Joe Keifer and Greg Shoemaker founded Cornerstone Wealth Management in 2005, we have been committed to putting clients first. We believe in a future that is better than the past. We have the support of LPL Financial, the strength of the nationís largest independent broker/dealer (based on total revenues, as reported by Financial Planning magazine 1996-2013) with their integrated technology, brokerage and advisory services. With their open culture, we have created one of the top Super-Branches at LPL Financial, allowing seasoned financial advisors the opportunity to offer their clients truly objective, conflict-free advice. As your financial advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.