What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Cornerstone Wealth

Nearby accountants

are unique, specific, and time-sensitive. Our desire is to deliver services that meet YOUR needs, not ours. FINANCIAL: There is no question too simple to ask and no question too complex for us to research. Whether you are planning for retirement, purchasing a home, giving charitably, or making a routine purchase, we are trained to provide guidance for you. PARTNER: As your partner, we are committed to being professional and intimately acquainted with you. We deal with you honestly, openly and diligently. You will experience proactive service, clear communication and caring attention from everyone at Cornerstone. Each individual member of our team is focused on this vision. FOR LIFE: We desire to add value throughout your lifetime both financially and personally. We know the desire of most clients is to have one relationship they can rely on, from their current stage of life through the completion of their plan, and indeed, into the next generation. We are intensely focused on providing service that allows us to fulfill our vision of being. . . YOUR FINANCIAL PARTNER FOR LIFE. Our clients value a thoughtful, diligent, and proactive approach to financial planning and a process-driven, innovative, and cost-sensitive approach to investment management. For us, it is not about how much money we can make but how much value we can provide. We always welcome the opportunity for conversations about your unique situation and honest evaluations of our ability to serve you. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Cornerstone Wealth, 4804 Courthouse Street, Suite 4A, Williamsburg, Virginia 23188, 757-645-2485. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, ID, IL, IN, KY, MA, NC, NV, PA, SD, VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

06/25/2024

We had a beautiful day for our annual team boat ride to Surry Seafood earlier this month! It’s starting to feel like summer!

06/19/2024

In honor of Juneteenth, our office will be closed on June 19th. This is a time for reflection, celebration, and commitment to equality. We'll resume normal operations on June 20th.

06/18/2024

Grateful for all who came to our Cornerstone Wealth client appreciation event! Your support and trust mean everything to us. Here's to many more memorable moments together.

06/16/2024

06/12/2024

Looking Back at the Markets in May and Ahead to June 2024 What are the current market expectations for June? Sam Millette, director of fixed income, takes a look ahead in his latest update.

06/06/2024

Market Thoughts for June 2024 [Video] In his latest Market Thoughts video, Commonwealth CIO Brad McMillan discusses May's economic and market news and the potential risks ahead.

05/14/2024

Wishing our incredible leader Stuart the happiest of birthdays today! Thank you for your inspiring leadership, endless dedication, and visionary guidance.

Here's to another amazing year ahead filled with success, joy, and achievements!

05/11/2024

Happy Birthday to the phenomenal Ashley Hesselbach, our amazing Client Service Associate! Ashley is a lady of many talents and we are so lucky to have her on the team!

05/09/2024

https://blog.commonwealth.com/independent-market-observer/looking-back-at-the-markets-in-april-and-ahead-to-may-2024

Looking Back at the Markets in April and Ahead to May 2024 What are the current market expectations for May? Sam Millette, director of fixed income, takes a look ahead in his latest update.

05/08/2024

Sending a big shoutout to our amazing Director of Operations, Kimberly Newton, on her belated birthday! While Kimberly spent her special day out of the office, we celebrated here with her in spirit!

Here's to another fantastic year ahead filled with success and happiness!

05/07/2024

We want to take a moment to express our heartfelt appreciation for the incredible work done by Lackey Clinic in our community. Their unwavering commitment to providing essential healthcare services to those in need is nothing short of inspiring.

Joining hands with Lackey Clinic for their annual Golf Tournament isn't just about fundraising, it's about shining a light on the vital services they offer and rallying support from our community. We were truly honored to have Cornerstone team members volunteering (Kimberly) and playing (Blake & Stuart) in this year’s tournament.

04/18/2024

Hohl in Toano was a perfect setting for a recent dinner one of our advisors hosted to thank those who referred him clients last year. We are honored to serve so many wonderful families connected to us by others and always look for creative ways to say thank you! If you have recommended a family or friend contact Cornerstone, please let us know so we can thank you! And speaking of Thank You, we thank the entire team at Hohl for an unforgettable, top notch culinary and service experience!

04/08/2024

Help us in wishing Blake a happy birthday today! We are so grateful for Blake and the joy she brings to our office everyday! Happy Birthday!

04/05/2024

Looking Back at the Markets in Q1 and Ahead to Q2 2024 What are the market expectations for the second quarter? Sam Millette, director of fixed income, takes a look ahead in his latest update.

04/04/2024

Last week we celebrated our Dianne with a team lunch at Le Yaca!

03/26/2024

Join us in wishing a Happy Birthday to our dearest Dianne!

03/22/2024

Digesting the Fed: Markets and the Fed Seeing Eye to Eye (For Now) Are the Fed and the markets finally seeing eye to eye? Commonwealth's Joe Dunn, investment research analyst, digests the latest news from the central bank.

03/20/2024

Monthly Market Risk Update: March 2024 [SlideShare] Market complacency fell slightly in February and is worth monitoring, said Sam Millette, director of fixed income, in his latest Market Risk Update.

03/13/2024

Economic Risk Factor Update: March 2024 [SlideShare] The strong hiring in February was encouraging, said Sam Millette, director of fixed income, in his latest Economic Risk Factor Update.

03/06/2024

https://blog.commonwealth.com/independent-market-observer/looking-back-at-the-markets-in-february-and-ahead-to-march-2024?_gl=1*1jb4g4v*_ga*ODY1MTcwNTEuMTY2NDIxNDcxNQ..*_ga_4T5JMNVZ14*MTcwOTc0MDQ4OC44NTkuMS4xNzA5NzQwNDg5LjU5LjAuMA..

Looking Back at the Markets in February and Ahead to March 2024 What are the market expectations and potential risks for March? Commonwealth CIO Brad McMillan takes a look ahead in his latest update.

03/05/2024

https://blog.commonwealth.com/independent-market-observer/market-thoughts-for-march-2024-video?_gl=1*1a4yu5e*_ga*ODY1MTcwNTEuMTY2NDIxNDcxNQ..*_ga_4T5JMNVZ14*MTcwOTY2MTA2Mi44NTQuMS4xNzA5NjYxMDYzLjU5LjAuMA..

Market Thoughts for March 2024 [Video] In his latest Market Thoughts video, Commonwealth CIO Brad McMillan discusses February's market and economic news and the potential risks ahead.

02/24/2024

Celebrating Matt Morgan's birthday today! We're so thankful for your kindness, compassion, humor, and wisdom!

02/19/2024

In observance of Presidents’ Day, Cornerstone Wealth offices and the markets will be closed on Monday, February 19, 2024.

02/15/2024

https://blog.commonwealth.com/independent-market-observer/monthly-market-risk-update-february-2024-slideshare?_gl=1*1it0zwr*_ga*ODY1MTcwNTEuMTY2NDIxNDcxNQ..*_ga_4T5JMNVZ14*MTcwODAwOTc5NC43OTcuMS4xNzA4MDEwMTYyLjYwLjAuMA..

Monthly Market Risk Update: February 2024 [SlideShare] Should we monitor market complacency in February? Sam Millette, director, fixed income, discusses the potential risks in his latest update.

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Our Story

Cornerstone Wealth is first and foremost about people. It is about you, the client, and those affected by your wealth planning. It is also about the team of professionals dedicated to serving you.

Our vision is to be YOUR FINANCIAL PARTNER FOR LIFE. Here’s how it works.

What does it mean to be your financial partner for life?

YOUR: Our clients often describe us as “part of the family.” Your needs are unique, specific, and time-sensitive. Our desire is to deliver services that meet YOUR needs, not ours.

FINANCIAL: There is no question too simple to ask and no question too complex for us to research. Whether you are planning for retirement, purchasing a home, giving charitably, or making a routine purchase, we are trained to provide guidance for you.

PARTNER: As your partner, we are committed to being professional and intimately acquainted with you. We deal with you honestly, openly and diligently. You will experience proactive service, clear communication and caring attention from everyone at Cornerstone. Each individual member of our team is focused on this vision.

FOR LIFE: We desire to add value throughout your lifetime both financially and personally. We know the desire of most clients is to have one relationship they can rely on, from their current stage of life through the completion of their plan, and indeed, into the next generation.

We are intensely focused on providing service that allows us to fulfill our vision of being. . .

YOUR FINANCIAL PARTNER FOR LIFE.

Our clients value a thoughtful, diligent, and proactive approach to financial planning and a process-driven, innovative, and cost-sensitive approach to investment management. For us, it is not about how much money we can make but how much value we can provide. We always welcome the opportunity for conversations about your unique situation and honest evaluations of our ability to serve you.

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Cornerstone Wealth, 4804 Courthouse Street, Suite 4A, Williamsburg, Virginia 23188, 757-645-2485. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, KY, MA, MD, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Contact the business

Click here to send a message to the business

Website

http://www.cornerstonewealthva.com/

Address

5400 Discovery Park Boulevard, Suite 101
Williamsburg, VA
23188

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

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