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Our TEAM will keep it simple for you.
We believe our clients want protection of their principal!
We will evaluate your needs and offer you potential solutions!
Your financial future doesn't have to be complicated!
We believe in the GREEN line. Take a look at the chart below and ask yourself, "Where would I rather have my money?" If you are like our clients, your answer would be, "I want my money in the GREEN line!"
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WHAT IS FIDUCIARY RESPONSIBILITY? In simple terms, financial coaches with fiduciary responsibility have a legal responsibility to put clients’ needs ahead of their own. They have a responsibility that holds a higher ethical standard and pertinent knowledge to provide sophisticated wealth management services and advice. The investor must always come first. At Cornerstone Wealth & Tax Advisory Group, we always put your needs ahead of our own and live up to our fiduciary responsibilities. Cornerstone Wealth & Tax Advisory Group, as an American fiduciary company is legally bound to comply with the American Federal Act for Data Protection as well as to abide to the professional code of conduct. Cornerstone Wealth & Tax Advisory Group grants its clients its highest commitment in this respect, on the following three levels:
At Cornerstone Wealth & Tax Advisory Group, INTEGRITY means that if we say something, we do it, believe it, and demonstrate it with our actions. While no individual or company is perfect, we strive to make our communications and actions consistent and deliver on what we promise. WHAT IS AN RIA? A Registered Investment Adviser (RIA) is an investment adviser (IA) registered with the Securities and Exchange Commission or a state’s securities agency. An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940. This standard requires IAs to act and serve a client’s best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA’s clients. Douglas A. Clancy, Jr. is the president of Cornerstone Wealth & Tax Advisory Group an RIA firm.
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Cornerstone Wealth and Tax Advisory Group, Inc. 1540 Eureka Road, Suite 101 Roseville, CA 95661
980 9th Street 16th Floor Sacramento, CA 95814
Investment Advisory Services are offered through Cornerstone Wealth & Tax Advisory Group, a Registered Investment Advisor. Insurance products are offered through CSWTA Insurance Solutions, CA Insurance Agency #0H27254