Cornerstone Wealth Advisors, Inc.

EST. AUM
$143,450,000

CONTACTS
1

CLIENT ACCOUNTS
153

Firm Details

Metro area San Diego
CRD Number 309544
Website cwainvestors.com
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Overview

Cornerstone Wealth Advisors is an RIA based out of San Diego providing holistic financial advisory services covering wealth management, retirement planning, charitable giving and legacy planning. Investment management services include both model portfolio and custom portfolio programs. CEO Denise Barrett is also the CEO of Cornerstone Family Office, a multi-family office that functions like a family business CFO.

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See in Dakota

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cornerstone Wealth Advisors, Inc.

Platform Details

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