RANCHO SANTA FE — Cornerstone Wealth Management, an independent San Diego-based wealth advisory firm, is pleased to announce the opening of its newest office, located in Rancho Santa at 6105 Paseo Delicias, Suite 6-C. Members of the community are invited to an Open House at the Rancho Santa Fe office on either May 7, between 11 a.m. and 2 p.m., or, May 9, between 4:30 and 8:30 p.m.
Founded in Rancho Bernardo in 1999 by President and CEO, Chris Meacham, CPA, Cornerstone is a boutique wealth management firm led by formerly practicing CPAs and attorneys. Cornerstone is modeled after what is known as a Family Office. The approach of a Family Office is more comprehensive than the services provided by many investment advisory firms. Family Offices often coordinate all the specialized needs required of wealthy investors, from investment advice to legal and tax issues to succession planning.
In addition to its Family Office services, Cornerstone also specializes in private placements and manages its own private fund, the Cornerstone Diversified Portfolio.
For more information, contact email@example.com, by phone at (858) 676-1000, or visit cornerstonewm.com.
Filed Under: Rancho Santa Fe News