Please use the form to securely upload your documents to Cornerstone Wealth Management.

IMPORTANT: Do not refresh your page during the upload process. Depending on the number and sizes of the files you are uploading, as well as your internet speed, it could take a few minutes for the system to process and receive all files submitted. You will see the confirmation message “Your submission was successful.” when your files have been successfully uploaded. 

We recommend uploading standard document or image formats (PDF, Word, Excel, JPG, PNG, etc.) or compressed ZIP archives.

For clarity, please name each file like:
<lastName>, <firstName> – <descriptionOfFile>
(e.g., Johnson, Greg – 2024 Tax Returns.pdf).