Our Mission
Our goal is to help you protect your wealth and health. We do this by taking a holistic planning approach with your insurance, Investments, Retirement, taxes, and legacy plan by focusing on your goals and individual situation. Go play! We got this.
Our Investment Advisor Representatives have been helping clients like you establish a path for your financial future, while enjoying today. Whether you’re a budding entrepreneur, a mid-career employee or a retiree, our team of Investment Advisor Representatives can help you create a holistic strategy that encompasses your investments, taxes, insurance and legacy planning.
Using our customized, client-centered approach our goal is to help our clients maximize and protect their existing assets so they can build the lifestyle they’ve worked hard for now and in the future, while potentially preparing to leave a legacy for their loved ones.
Our Approach
Personalized Services
We offer each and every one of our clients the care and attention they deserve. Leaving no stone unturned, our Investment Advisor Representatives dig deep to gain an accurate understanding of your current situation and learn about your goals so we can deliver advice on insurance, financial planning, taxes and legacy planning that is customized to you. Whether we are serving you remotely or in-person, we focus our attention on the detail and are committed to helping you work towards your goals.
Giving Back
We believe that helping others is an important part of every financial plan, whether it’s at the personal or organizational level. That’s why supporting those in need—both at home and around the globe—is built into our business model at Corestone Wealth Management LLC (‘Corestone’). Along with participating in a business consulting mission in Haiti, we support Feed My Starving Children through regular donations.
Financial Fiduciaries
Every Corestone Investment Advisor Representative is designated to act as a fiduciary for their clients, regulated by the state of Minnesota. Our advisors are legally designated to act on your behalf, prudently managing your investments with a fiduciary standard through fee only, or fee based investment advice.
All our advice is rendered in the client’s best interest with your estate, legal and philanthropic goals in mind while providing you with full disclosure.
A Holistic Team of Professionals
We have strategic partnerships with a network of lawyers, Chartered Professional Accountants and estate planning attorneys who, upon our referral, can support you on your wealth-building journey. As a Corestone client, you can rest assured that a vetted and experienced community of professionals is there to support you by providing advice in specialized areas of personal finance including mortgages, reverse mortgages and real estate.
