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13358 Manchester Road
Suite 200
Des Peres, MO 63131

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Cornerstone Wealth Management

(314) 394-1670

 
Our Clients Come First! Are You Ready to Join Cornerstone? Is It Time To Run Your Own Business?


Personalized Planning for a Confident Financial Future

YOUR FINANCIAL PARTNER

The foundation of our approach is a deep planning perspective that we use to design a comprehensive financial plan to help you pursue your distinct goals. We are your financial partner – we work collaboratively with you to establish a strategy that you understand, are comfortable employing and feel confident following toward your dreams.

Whether you want to plan for retirement, manage risk, save for college education, plan your estate – or all of those – we have the experience and resources to help. You know your goals. We know financial planning. Together, we can help you discover financial confidence.

If you’re not confident about your financial plan, let’s talk. No pressure. No commitment. Just a conversation about your financial well-being.



Helpful Content

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

 

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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