Working With Us

Cornerstone Christian Wealth Management focuses on uncovering and understanding the needs and opportunities of our clients. We center on biblical stewardship principles and professional investment advice.


At our initial meeting, we will review your current holdings and budget, or help to initiate a budget. We assist in designing a road map toward these goals. Goals may be retirement, college funding, investments, real estate purchases, legacy or charitable gifting, or other financial plans of great importance to you.


We will monitor your progress in our reporting system and review the results at our meetings. We recommend quarterly meetings the first year and bi-annually going forward. You are free to request any additional meetings or reviews as needed, and your account information is avaiable to you at all times on your mobile device though LPL's AccountView app. 

Book a Free Consultaion With Us