Cornerstone Wealth

Comprehensive Wealth Management

At Comprehensive Wealth Management (CWM), our mission is to work with established professionals and investors to help them reach their goals and live life on their own terms. We specialize in consulting with our clients to ensure they are mindful of the quality of life they want to live, and that their decisions and actions align with that vision. Through our services, we can empower you to take control and make intentional steps towards achieving your objectives. Get in touch for a free consultation today. Our team has the knowledge and expertise to assist you in building a successful financial future. Our advisors have extensive experience in helping people realize their ambitions, such as reaching financial independence and having a work optional lifestyle. We strive to provide the best service possible, so our clients can maximize their potential and pursue the life they want.

Cornerstone Wealth

At Cornerstone Wealth, we strive to provide comprehensive wealth management advice to individuals, families, and businesses. Our team of dedicated advisors and staff are passionate about helping our clients reach their financial goals. We take pride in providing independent and transparent advice, building strong client relationships that last for generations. Our services include creating customized portfolios tailored to each client's unique needs, offering comprehensive guidance on investments, estate planning, taxes, insurance, and more. We also offer a team-based approach, with each advisor collaborating to maximize the value of all our client's assets. Our commitment to accountability ensures that all of our clients receive the best possible advice and service.

Bank of Southern California

Bank of Southern California is a local, independently owned and managed financial institution with its headquarters based in San Diego. Founded in 2001, the bank offers a wide array of financial services to individuals, professionals and small to medium sized businesses across five counties - San Diego, Los Angeles, Ventura, Orange and the Inland Empire. The Bank of Southern California has an experienced team of banking professionals that are committed to helping clients meet their financial objectives. Their services range from personal banking options such as checking and savings accounts, to commercial banking solutions like business loans and merchant services. They also provide comprehensive wealth management advice and assistance.

Cochran Wealth

At Cochran Wealth, our mission is to be your personal guide as you strive to meet your life goals. We specialize in financial planning and investment management, providing comprehensive wealth management services such as retirement planning, education planning, estate planning, risk management and investment management. Our team of experienced professionals are dedicated to providing you with personalized, tailored advice to help you achieve your objectives. As a Fee-Only Registered Investment Adviser based in Atlanta, Georgia, Cochran Wealth offers a wide range of services to our clients. We use a holistic approach to financial planning and investment management, so our clients can make informed decisions about their future. Our team of experts are highly trained and knowledgeable, and are committed to providing the best possible service to our clients.

Fpl Capital Management

FPL Capital Management is a firm that provides comprehensive wealth management services to individual investors. Since 1997, we have been helping our clients nationwide with integrated and customised investment advice, wealth management and financial reports. We offer a full range of services, from online account management to in-depth portfolio reviews. Our team of experienced professionals are committed to helping our clients achieve their financial goals. Through our website, our clients can access a range of portals, each offering a unique set of services. We strive to provide the highest quality of individualised service and support, ensuring that our clients have the most up-to-date information and resources to make informed decisions about their finances.

Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors is a fee-only financial advisor based in Houston, Texas. For over three decades, we have been providing individuals, families, and businesses from all over the world with financial guidance. We strive to make our clients’ lives easier by delivering comprehensive financial planning services and creating lasting relationships with them. Our team of Certified Financial Planner™ professionals and advisors are dedicated to helping you reach your financial goals. We use a combination of investment management and holistic planning strategies to craft comprehensive wealth management solutions tailored to your unique needs. With our help, you can make confident decisions about your future.

Strategic Wealth Designers

Strategic Wealth Designers is a financial planning firm located in Austin, TX. Our experienced advisors provide professional advice on retirement planning, financial advising, and investment strategy. We are committed to helping our clients reach their financial goals through comprehensive wealth management services. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Coral Gables Trust Company

Coral Gables Trust Company (CGTC) is the largest independent trust company in South Florida, with over a billion dollars of assets under management. Dedicated to putting clients first, CGTC provides comprehensive wealth management and trust services to individuals, families, small to medium businesses, foundations, and pension and endowment funds, with assets ranging from $500,000 to over $50 million. As a locally owned and operated independent trust company, CGTC offers conflict-free services, personalized advice, open-architecture (no proprietary products), and asset based fees. Their experienced team works hard to ensure that their clients' needs and interests are being met, providing them with the best service and solutions possible.