Our Clients
At Cornerstone Wealth Advisors,
Inc., we are privileged to work with some great people as clients! People who
are successful, goal-oriented, ask good questions, are positive and who value
working with an experienced advisory firm that can truly contribute to their
quality of life. People who are looking for the values and comprehensive approach
we bring to every client relationship. While some of our clients say they “couldn’t
do this on their own”, the common denominator is that they choose not
to – for a variety of good reasons.
More specifically, our
clients are individuals, couples, widow(er)s and families. There are many families
in which one generation has asked to work with another generation – both
older and younger! Or to work with their siblings or lifelong friends. We take
special pride in receiving such referrals. About a third are currently retired
and another half plan to be so within the next five years. A good number spend
at least part of the year living outside Minnesota.
Our services typically
provide the greatest benefit to clients with investment assets of at least $500,000
or a total net worth that exceeds $1 million.
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