Company Information

Get to know cornerstone wealth group, llc

Cornerstone Wealth Group is an independent wealth management firm founded to deliver sophisticated, unbiased advice and comprehensive financial strategies. The firm operates on a fiduciary standard, prioritizing client interests in all aspects of its service, which includes financial planning, investment management, retirement planning, and estate planning. It was established by partners seeking to create a client-centric model away from the constraints of larger financial institutions, focusing on building long-term relationships based on trust and integrity.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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cornerstone wealth group, llc

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.