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.

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Beyond The Buy: Private Real Estate Edition

Thursday, September 22nd

6:00 – 9:00 pm

Often private real estate investors operate on faith alone, making investments based only on facts, figures and forecasts. But what if you could explore the tangible elements of your investment? Well here’s your opportunity! Join us for a tour and presentation by The Wolff Company as we explore VENN at Main, one of the many residential properties included within our private real estate funds.

 

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

logo hot stove society

Hot Stove Society—Come Enjoy a Wealth of Flavors

Wednesday, October 12th

5:00 – 8:30 pm

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 for Tom Douglas’ Hot Stove Society. You’re invited to be our guest for an evening of savory dining and signature cocktails as we cook alongside chefs Bridget Charters and Tim Voss, two of the most artful fixtures on the Seattle food scene.

 

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

unlocked lock electric board

Protecting Your Peace of Mind

Wednesday, November 2nd

6:00 – 9:00 pm

In this special Cornerstone event, we will unpack the issue of cyber-security from a personal perspective. We’ll look at cyber-crime targeting the individual (you) and then give you practical ways to protect yourself, your family and your data. This event will take place at the Bellevue Club, 11200 SE 6th St, Bellevue, WA 98004.

 

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

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.

logo hot stove society

Hot Stove Society–Cinco De Mayo Edition

Took place on May 5, 2016

This special Cinco de Mayo inspired edition of Tom Douglas’ Hot Stove Society featured an evening filled with savory dining and signature cocktails alongside chefs Bridget Charters and Tim Voss, two of the most artful fixtures on the Seattle food scene.

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

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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.”

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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.”

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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
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timeline-updated
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1984

Cornerstone is founded in Bellevue, Washington.

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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
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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
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Today

A family of advisors still building for you.

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Cornering a New Market

Commentary from the Cornerstone Leadership Team.

build-3

1984

Cornerstone is founded in Bellevue, Washington.

build-3

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
build-3

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
build-3

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
build-3

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
build-3

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
build-3

Today

A family of advisors still building for you.

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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?

ready