The CWM Difference
At Cornerstone Wealth Management, we strive to conduct business differently. In order to allow our advisors to put their client’s best interest first and spend more time working to fully accomplish their goals, CWM has implemented the following points of difference into their business philosophy:
Ownership: At Cornerstone Wealth Management, our advisors are the sole owners of their client relationships and books of business. They decide how to best run their business without interference from a home office.
Higher Payouts: Well-established advisors can determine their own business expenses allowing for higher payouts on advisory and brokerage.
Seamless Transition: Our Fast Start program, along with our transitioning and onboarding teams, provides the support our advisors need to seamlessly transition their clients to Cornerstone Wealth Management within the first three months.
Support System: At Cornerstone Wealth Management, advisors are independent, but not alone. We provide a variety of resources to support our advisors and their businesses, including monthly research video calls, an advisory board, media relations support and study and networking groups.
Conferences & Events: Our multiple conferences and events throughout the year and around the country provide our advisors with the opportunity to network and share best practices.
Transparency: Cornerstone Wealth Management does not offer any proprietary products and has no conflicts of interest, allowing our advisors to provide unbiased financial guidance to their clients. When conducting business, we emphasize transparency, fully disclosing all fees and costs to our advisors and their clients.
Model Wealth Program: Our Model Wealth Program offers more than 50 turn-key portfolios, managed by Chief Investment Officer Alan Skrainka, a 30-year industry veteran.
Marketing, Branding & Website: At Cornerstone Wealth Management, a marketing team provides monthly compliance- approved communications and assists with branding and events. Additionally, we maintain a professionally designed, compliance-approved website to attract prospects and retain clients.
Plan For the Future: After a rewarding career at Cornerstone Wealth Management, our advisors can take advantage of our Sunset Option to assist in valuing their book and structuring their sale to seek to provide the highest possible value.