Cornerstone Wealth Strategies - Washington Employee Directory

Financial ServicesWashington, United States11-50 Employees

Cornerstone Wealth Strategies - Washington is an independent, full-service financial planning firm based in Kennewick, in the Pacific Northwest, offering customized strategies aimed at helping individuals, families, and business owners pursue financial security. As representatives of LPL Financial, the firm provides fee-based advice and a range of services including personal and business retirement planning, proactive investment management, estate planning, and insurance and annuities, grounded in independent guidance. The firm emphasizes a hands-on approach to financial planning, combining experience with a focus on comprehensive wealth management tailored to client goals. With a small local footprint, its advisors bring more than two decades of combined experience to the Eastern Washington region. A recent personnel development noted the addition of a new team member in 2020, reflecting ongoing expansion of its local advisory capacity.

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