Cornerstone Wealth Partners, LLC

EST. AUM
$145,905,522

CONTACTS

CLIENT ACCOUNTS
1,273

Firm Details

Metro area Lansing
CRD Number 146602
Website cornerstonewealthpartners.com
Client types

Overview

Cornerstone Wealth Partners, LLC is an independent Registered Investment Adviser headquartered in Okemos, Michigan, operating under a fiduciary standard. The firm delivers comprehensive wealth management, financial coaching, and holistic planning services, primarily serving families, small business owners, and retirees. Its investment philosophy is rooted in academic research, emphasizing cost-efficient, globally diversified portfolios constructed through index-based and institutional-grade funds. The firm seeks to capture market returns systematically while avoiding speculative market timing strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Cornerstone Wealth Partners, LLC

Platform Details

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