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Our Mission

Client Centered

At Cornerstone Wealth Advisors, we have the client – and only the client – in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. To help our clients and their families take charge of their present and future finances. We are committed to helping you achieve your financial goals, whatever stage of life you're in.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to providing investment services and wealth analysis. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

"Doing the right things the right way."

The associates at Cornerstone Wealth Advisors are experienced in helping people and business owners who are serious about their money and concerned about making sure their loved ones are taken care of when they are gone.

Cornerstone Wealth Advisors and its associates offer you over 72 years of combined industry experience including two associates that are CERTIFIED FINANCIAL PLANNERS™. We understand that everyone has different dreams, goals and financial needs, therefore, each client requires financial strategies specifically tailored to help address their individual goals.

Together, we can help you take charge of your present and future finances, so you can enjoy your life the way you always dreamed.

Providing quality service to Trinity, Palm Harbor, Tarpon Springs, East Lake Corridor, New Port Richey and most surrounding areas.

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