Financial Plan Design & Coordination

Financial Plan Design & CoordinationThe financial professionals at Cornerstone Capital will serve as your financial architect, designing a wealth management plan to help you achieve your specific goals. We'll work with your attorney, accountant, insurance agent and other advisors to help ensure that everyone is working toward the same goal in the most efficient way possible. We'll also manage how your investments or portfolio managers work together to help avoid gaps, overlaps and manager conflicts.

Ask Why Wealth Management for Not-For-Profits Speak to an Advisor

 
5895 Goodrich Road
Clarence Center, NY 14032 
Telephone 716-406-2250
Fax 716-406-2447


Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

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