Does this sound like you?
- Married couple age 57-62, 3-7 years from retirement
- $1 million – $3 million spread across multiple accounts with no coordinated plan
- Worry about making a costly mistake — 401K rollovers, company stock, Social Security, Roth conversions
- Want both spouses to understand and trust the strategy, not just one
- Follow Christian principles and want an advisor who shares those values
Not sure if we’re a fit? SCHEDULE A FREE CALL to talk to an advisor.
A plan that covers your financial life.
One service. Everything coordinated. Nothing left to chance.
Cornerstone Wealth Management
Investment management + financial planning, all-in-one
- ✓ Institutional-quality portfolio construction and ongoing management
- ✓ Written Investment Policy Statement by a CFA® charterholder (fewer than 2% of advisors hold this designation)
- ✓ Straight talk and transparency – know what you own and why
- ✓ Full financial plan included
- ✓ Cash flow tracking
- ✓ Organize accounts
- ✓ Retirement income strategy
- ✓ Tax planning & CPA coordination
- ✓ Estate & legacy planning
- ✓ Regular meetings + on-call access when you need it
- ✓ Both spouses involved in every decision
Fee Schedule
| Assets Under Management | Annual Fee |
|---|---|
| First $1,000,000 | 1.25% |
| $1,000,001 – $2,000,000 | 0.75% |
| Above $2,000,000 | 0.50% |
Fees apply only to assets within each tier — similar to how income tax brackets work.
Minimum account size: $750,000 | Minimum annual fee: $9,375
Example: A $1 million client pays $12,500/year for outsourced investment management, periodic review meetings, and unlimited planning and advice.
A brief conversation can reveal a lot.
Not ready to commit? Comparing multiple advisors? Get a second opinion.
- ✓ Comprehensive one-time portfolio and plan review
- ✓ Written findings and recommendations
- ✓ No ongoing obligation
- ✓ Fee: $1,500
- ✓ Full fee credited toward Cornerstone if you become a client within 90 days
Why work with me
Both spouses at the table
I work for both of you — not just the one who handles the finances. Every meeting, every decision, every plan.
Expertise
CFA charterholder with 20 years’ experience. Previously managed $25 billion in institutional assets.
Independence
Fee-only fiduciary. No commissions or product sales.
Transparency
Clear pricing. No hidden fees. Know what you’re paying and why.
Clarity
Always know what you own, why you own it, and what to do if markets change. No black boxes. No surprises.
Proudly serving Ramsey fans
As a SmartVestor Pro, I share Dave Ramsey’s values of debt-free living, disciplined investing, and building wealth with integrity. If you’re following the Baby Steps or just want an advisor who gets the Ramsey philosophy, we’ll speak the same language.
Insights for the final stretch
Ready to Get Started?
The first step is a free, no-pressure call. We’ll discuss your situation and how i can help. Plan for 30 minutes.
