Become a Cornerstone Ambassador

Their Best Could Be Just Around the Corner

At Cornerstone, our dedication to meticulous preparation and personalized care forms the bedrock of our service to each client. We aim to instill confidence in the financial future we help chart for you. Yet, recognizing that not everyone has access to professional financial guidance, we extend our commitment beyond individual clients to support our broader community.

Introducing our Ambassador Program: an initiative to foster an effortless way for our clients to connect their loved ones with our firm. By simply introducing someone to Cornerstone, you unlock an invitation to our exclusive “Ambassador Events.” These gatherings are our special way of expressing gratitude to clients who extend our reach to their friends and family, facilitating their retirement journeys. As an Ambassador Program member, you’ll gain access to unique experiences reserved solely for our most valued advocates. Join us in shaping a brighter financial future for all.

Why become a Cornerstone Wealth Management Ambassador?

Your referral of your friends and/or family is one of the greatest compliments we can receive. Once a year, we’ll be rewarding our Ambassadors with a fun and unique event held specifically for you! We appreciate you for being an advocate of ours and thank you dearly for introducing us to people you believe we can help serve now and in the future.

What do I have to do to become an Ambassador?

If you know of someone who’s preparing for retirement, already retired, or who may have recently experienced a big life event impacting their financial situation, then fill out the form to get started. You’ll receive your individual referral link to share with those friends and family members who you feel will benefit from having a conversation with us.

When do I officially become an Ambassador of Cornerstone’s?

Once the person or couple you refer us to attends their complimentary, no obligation initial appointment, you become an Ambassador for Cornerstone Wealth Management. And, in addition to your individual referral link to share, you can always invite guests to attend one of our workshops or events during the year or share one of our referral cards at any time.

* This is designed for referred individuals with a minimum of 250k of investable assets.

Cornerstone Thanks You for Your Consideration in our Ambassador Program.

2023 Cornerstone Ambassador Sphere Event

Thank you for your continued support and referrals! We recently hosted our annual Ambassador Appreciation Event—a special occasion just for you, our valued advocates. Your trust and recommendations mean the world to us, and we're grateful for the opportunity to celebrate your support. Here's to many more years of collaboration and success together!