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

February 16, 2017

6:00 – 9:30 pm

You’re invited to join us for Tom Douglas’ Hot Stove Society for a hands-on evening of cooking, dining and socializing with Seattle Chef Hayden Smissen. Please RSVP by February 10.

 

Watch our video about this event »

Contact: 888-762-1442 or events@buildbeyond.com

Logo for Take a Deep Breath event from Cornerstone Advisors

Health, Resilience and the Hidden Power of Breathing

March 9, 2017

6:00 – 9:00 pm

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.

 

Contact: 888-762-1442 or events@buildbeyond.com

Logo for Finances for Teens event from Cornerstone Advisors

Finance for Teens—Introduction to Personal Finance and Investing

March 25, 2017

10:15 am – 1:00 pm

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. Join us for an engaging financial workshop as we explore building strong money habits, establishing excellent credit and the importance of saving and investing from an early age. This workshop is appropriate for teens age 14 to 18 years old.

 

Contact: 888-762-1442 or events@buildbeyond.com

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.

logo hot stove society

Hot Stove Society–A Wealth of Flavors

Took place on November 9, 2016

A wise man once said that, “eating is a necessity but cooking is an art.” Well we think he was right! You’re invited to join us as our guest at Tom Douglas’ Hot Stove Society for an evening of savory dining and signature cocktails as we cook alongside Chef Chris Schwarz, one of the most accomplished fixtures on the Seattle food scene.

icon building beyond the build event - about cornerstone advisors

Beyond The Buy: Private Real Estate Edition

Took place on September 22, 2016

This special presentation and tour afforded our guests a unique opportunity to explore VENN at Main, one of the many residential properties included within our private real estate funds.

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 »

businessmen talking city - about cornerstone advisors

Private Equity Primer

Took place on May 19, 2016

Cornerstone’s own Katie Robinette and Mark Wilkerson gave guests the what, why and how of angels, unicorns and private equity investments.

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

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

Today

A family of advisors still building for you.

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

Today

A family of advisors still building for you.

Cornerstone By The Numbers

1984

Year Founded

98004

Our Zip Code For Over 30 Years

$3,000,000,000+

Assets Under Management

0%
600+

Households Served

0%
284

Years of Collective Experience for Client Managers

0%
15

Certified Financial Planners

0%
14

Second & Third Generation Employee Shareholders

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

Ready To Get Started?