On Your Side

 

Instead of sitting across the table from our clients, we sit beside them. This same ‘side of the table’ mindset empowers the client, allowing us to offer them a comprehensive set of options and investment opportunities.

A Wealth of Experience

 

Cornerstone was founded in part to deliver high-touch service in a high-tech world. As technology streamlines the world around us, the value of face-to-face connections is greater than ever. Cornerstone events let us come together in a social setting to affirm our relationships, explore our passions and encourage our community.

Logo for Hot Stove Society event from Cornerstone Advisors

Hot Stove Society: Time to Turn Up the Heat

October 18th, 2017

6:00 pm – 9:00 pm

You’re invited as our guest to Tom Douglas’ Hot Stove Society for a hands-on evening of cooking, dining, and socializing. Attendees will discover the tricks of the trade as they cook alongside Seattle Chef Eric Stover.

 

To RSVP please contact us at 888-762-1442 or email events@buildbeyond.com

Beyond the Buy: Private Real Estate Alaska Edition

October 19th, 2017

6:00 pm – 9:00 pm

Living and working in Alaska, we are experiencing firsthand the challenges of the state’s real estate market. As a result of this reality, we find that investors are becoming increasingly interested in real estate outside of the state. Come learn more about real estate investment at Cornerstone Advisor’s Beyond the Buy: Private Real Estate Edition with Managing Directors Dave Freudenberg and Evan Wirkkala, where we will discuss the commercial real estate market cycle, the components of successful real estate investing, and opportunity assessment and trend identification.

 

To RSVP: reserve your space here, contact us at 888-762-1442 or email events@buildbeyond.com

Beyond the Buy: Private Real Estate Edition

Took place May 18th, 2017

Living and working in the dynamic and rapidly growing Pacific Northwest, we are experiencing firsthand the rise in real estate values. Given the uncertainty in the equity markets and the low yields from fixed income markets, investors are becoming increasingly interested in real estate. Learn more about the event here.

Logo for Finances for Teens event from Cornerstone Advisors

Finance for Teens—Introduction to Personal Finance and Investing

Took place March 25, 2017

When young people understand how to manage money, they have a lifelong skill that’s essential to making their dreams a reality, and bringing reality to their dreams. Our financial workshop explored how to build strong money habits, establish excellent credit and the importance of saving and investing from an early age.

Logo for Take a Deep Breath event from Cornerstone Advisors

Health, Resilience and the Hidden Power of Breathing

Took place March 9, 2017

Your breathing impacts how you engage and interact with the world around you. You’re invited to join us for an engaging discussion with renowned TEDxSeattle speaker Dr. Brad Lichtenstein as we explore the power of mindful breathing to restore balance to body & mind while improving overall health and resilience.

unlocked lock electric board

Protecting Your Peace of Mind

Took place on November 2, 2016

This special presentation by security and risk experts, Roderick Jones and Frances Dewing, unpacked the issue of cyber-security from a personal perspective. During the evening, we explored best practices for safeguarding personal information online and improving security on social media, email, and Wi-Fi networks.

dr john gottman dr julie gottman

Building Relationships That Work w/ Drs. John and Julie Gottman

Took place on June 22, 2016

This special presentation by renowned thought leaders, Drs. John and Julie Gottman, revealed the secrets to creating long-lasting positive relationships in your personal and professional life.

 

Watch our video about this event »

Serving Our Community

 

These are just a few of the organizations Cornerstone supports through our employees’ time, talent and resources.

Cornering a New Market

1988

Driven by a desire to find a better way of doing business, the Cornerstone philosophy comes into being with our unique, ‘same side of the table’ approach.

“We were looking for people who were willing to think a little differently, because we were offering a different kind of service.”

logo build beyond - about cornerstone advisors

1999

Cornerstone’s financial growth continues unlocking investment opportunities that were formerly reserved for ultra-wealthy or institutional investors.

“Smart is only part of the equation. Thanks to our size, we can give you access, pricing scale and relationships that cannot be achieved on your own.”

icon hand graph arrow - about cornerstone advisors

2007-2009

The great recession tested the mettle of our planning work and investment approach. Yes, there were many sleepless nights. But by sticking to our long-term investment strategies, we allowed our clients to maintain their commitment to their financial and lifestyle goals.

“We’ve been tested. It’s not just a theory, it has worked in practice as well. Clients can lean on us the next time something unexpected happens.”

icon ribbon arrows upman sitting laptop mountain - about cornerstone advisors

Today

Still building for you.

1984

Cornerstone is founded in Bellevue, Washington.

1990

Driven largely by word-of-mouth endorsements by our clients, our unique approach gets validated when one of the largest firms in the Pacific Northwest adds Cornerstone to their executive level compensation package.

“When it comes to managing wealth, our performance and service has earned the right to be considered by the best.”

icon message conversation - about cornerstone advisors

2006

After more than two decades of success, Cornerstone begins a leadership transition. Unlike other firms, this period is significant for what hasn’t changed.

“The leadership transition is the final point of validation for our new model. We’ve become a firm that’s about more than any one contributor or personality. We will be around for the long term.”

icon gears - about cornerstone advisors

2017

Cornerstone opens a new office in Anchorage, Alaska.

Cornering a New Market

Commentary from the Cornerstone Leadership Team.

1984

Cornerstone is founded in Bellevue, Washington.

1988

Driven by a desire to find a better way of doing business, the Cornerstone philosophy comes into being with our unique, ‘same side of the table’ approach.

“We were looking for people who were willing to think a little differently, because we were offering a different kind of service.”

logo build beyond - about cornerstone advisors

1990

Driven largely by word-of-mouth endorsements by our clients, our unique approach gets validated when one of the largest firms in the Pacific Northwest adds Cornerstone to their executive level compensation package.

“When it comes to managing wealth, our performance and service has earned the right to be considered by the best.”

icon message conversation - about cornerstone advisors

1999

Cornerstone’s financial growth continues unlocking investment opportunities that were formerly reserved for ultra-wealthy or institutional investors.

“Smart is only part of the equation. Thanks to our size, we can give you access, pricing scale and relationships that cannot be achieved on your own.”

icon hand graph arrow - about cornerstone advisors

2006

After more than two decades of success, Cornerstone begins a leadership transition. Unlike other firms, this period is significant for what hasn’t changed.

“The leadership transition is the final point of validation for our new model. We’ve become a firm that’s about more than any one contributor or personality. We will be around for the long term.”

icon gears - about cornerstone advisors

2007-2009

The great recession tested the mettle of our planning work and investment approach. Yes, there were many sleepless nights. But by sticking to our long-term investment strategies, we allowed our clients to maintain their commitment to their financial and lifestyle goals.

“We’ve been tested. It’s not just a theory, it has worked in practice as well. Clients can lean on us the next time something unexpected happens.”

icon ribbon arrows upman sitting laptop mountain - about cornerstone advisors

2017

Cornerstone opens a new office in Anchorage, Alaska.

Today

Still building for you.

Cornerstone By The Numbers

1984

Year Founded

98004

Our Zip Code For Over 30 Years

$3,500,000,000+

Assets Under Management

0%
600+

Households Served

0%
284

Years of Collective Experience for Client Managers

0%
16

Second & Third Generation Employee Shareholders

0%
15

Certified Financial Planners

0%
12

Chartered Financial Analysts

0%
3

Chartered Alternative Investment Analysts

0%
1

Our Singular Focus On You

0%

Cornerstone Leadership

Ken Hart, CFA
Chief Executive Officer

DougLAS P. Haack, CFP®
Chief Client Relationship Officer

Bruce F. Duff, CPA, JD
Chief Operating Officer

Michael G. Hughes, CFA, CAIA
Chief Investment Officer

Jeff huse, Cipm
Chief Technology Officer

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