Cornerstone Private Wealth Management provides personalized financial planning and wealth management for individuals, families, businesses, and organizations. The firm takes a holistic, collaborative approach, seeking to understand each client’s goals, priorities, values, and long-term objectives before developing a tailored financial roadmap. Its services include investment management, financial planning, retirement planning and plan servicing, multi-generation wealth transfer, estate and philanthropic planning, risk and insurance planning, cash management, health insurance services, Medicare, and tax planning and preparation.

The team also offers financial analysis, goal setting, and risk assessment to help clients make informed decisions and adjust their plans as circumstances change. Cornerstone emphasizes professional guidance, transparency, client education, and ongoing communication, including regular check-ins and clear explanations of financial progress. The firm states that securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.

; the companies are not affiliated. Cornerstone is licensed to sell insurance products in Illinois, Indiana, and Texas, and registered to sell securities in Illinois