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13358 Manchester Road
Suite 200
Des Peres, MO 63131

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Cornerstone Wealth Management

(314) 394-1670

 

Transitions

At Cornerstone Wealth Management, we understand that getting acclimated to independence does not just happen overnight. This is why new advisors joining CWM are given an experienced transitioning and onboarding team to make their move easier and more efficient.

For the first three months, these teams help with opening new accounts, transferring assets to LPL Financial, establishing account service needs and training advisors on how business is conducted at Cornerstone Wealth Management. CWM has found that offering these services helps relieve new advisors’ stress and helps them better transition into private practice.