Building Your Success

Suddenly Alone

Navigation Through Estate Planning

With more than 600 clients spanning 30+ years of experience, we recognize that an individual’s personal financial picture extends beyond managing stocks and bonds. After the loss of a parent, the daughter of a Cornerstone client was feeling lost and overwhelmed. While there were many individuals she could have reached out to, her first call was to Cornerstone. She tasked us with helping her administer her parents’ estate. From liquidating high-value assets (plus a boat and wine collection) to organizing charitable deductions, the client realized we weren’t just the first call, but the only call she needed to make. Several months later, the client went out of her way to recognize each of the individual members of the Cornerstone team.


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