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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Cornerstone Wealth Advisors we provide full service financial services. We have available to our clients a wide range of financial services to help you address your needs and goals.

Investment Services

CD's & Money Markets



Mutual Funds

REITs (Real Estate Investment Trust)

Alternative Investments

Variable Annuities

Insurance Services

Fixed & Indexed Annuities

Life Insurance

Whole Life

Term Life

Long Term Care Insurance

Retirement Planning


401(k) & 401(k) Rollovers

Pensions & Profit Sharing Plan


Third-Party Investment Advisory Services

Managed Portfolios

Asset Management Programs

ETF Models

Third Party Managers


IAS- Fee Based Solutions

Advisory Services Offered Through Securities America Advisors, Inc. Cornerstone Wealth Advisors, Inc. and Securities America are separate entities.

Planning Services

Financial Planning

Estate Conservation

Tax Planning

Retirement Planning

Estate Document Management

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

We have cultivated many relationships with other professional services in the community, click the button below for our list of preferred businesses.

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Cornerstone@ReturnOnLife.Us | 727-375-1112