Broker Check

13358 Manchester Road
Suite 200
Des Peres, MO 63131

LinkedIn YouTube

Cornerstone Wealth Management

(314) 394-1670

 

Succession

While Cornerstone Wealth Management advisors do an excellent job of planning for their client’s future, they often forget about planning for themselves. In order to best help advisors plan for an unexpected death, CWM has instituted the Advisor Protection Program.

Should an unexpected death occur, Cornerstone Wealth Management will pay the advisor’s beneficiary double their trailing 12-month advisory revenue over the course of four years OR 2.5 times their trailing advisory revenue if they are part of the CWM model portfolios.

The advisor’s clients will then be matched to another advisor within the firm that has a similar business model, investment policy and specialized service.

This arrangement aims to give Cornerstone Wealth Management advisors confidence that their families and clients will be taken care of if a sudden death occurs.