About Cornerstone Wealth Management
Cornerstone Wealth Management, LLC is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. Since the firm’s founding in 2005 by Joe Keifer and Greg Shoemaker, CWM has grown to become a "large enterprise"*, one of approximately 35 firms on the LPL platform (as of 2015). Though the firm is headquartered in St. Louis, MO, additional offices are located in AZ, CA, CO, GA, IL, MD, MN, TN, TX, VA, and WA.
At CWM, the advisor’s ultimate responsibility is serving their clients. By developing an understanding of what their client needs and wants, advisors are able to support the client’s interests and strive to preserve the client’s assets. By partnering with Cornerstone Wealth Management, advisors and clients can be confident knowing that their best interests will be looked out for not only today, but far into the future as well.
*Large Enterprises are defined as those groups on the LPL platform with at least $5M GDC, 15 or more advisors producing at least $25K GDC, and not more than one advisor or the owner produces more than 25% of firm GDC.