For most of our clients, wealth management is a complex endeavor. No part of your finances exists in a vacuum, and if you can’t see the whole picture, you risk making the wrong decisions for yourself and your future.
Some people choose separate firms to manage their investment accounts, their retirement accounts, and their taxes. However, in my time at Cornerstone Wealth Management, I’ve found that my clients thrive when all the wealth management tools they need are under the same roof.
Here’s a closer look at the services we offer and why our comprehensive approach is instrumental in our clients’ success.
Discover Our Wealth Management Tools and Services
Our client services can be divided into three umbrellas: wealth management, financial planning, and insurance.
Wealth Management
To help our clients take control of their money, we offer three primary wealth management services:
- Asset protection from legal action
- Tax planning
- Passive real estate investment
Every plan we develop is personalized to your individual needs. We design intentional strategies to help our clients turn their wealth into purpose so they can live out the retirement they’ve envisioned.
Insurance
For most of our clients, life insurance is a key part of financial planning and wealth management. The right insurance policy can cover burial and funeral costs and offer support to loved ones after your death.
Financial Planning
Creating a financial plan for the future can be nerve-racking. Our Cornerstone Retirement Blueprint features five fundamental pillars of retirement planning, with the ultimate goal of fortifying financial stability and proactively addressing potential risks.
By helping our clients create savings plans and select income-generating investments like annuities, we make it easier for them to move toward retirement with confidence.
Why Keep the Tools Under One Roof?
We believe our all-inclusive approach to wealth management is an essential part of creating our clients’ vibrant retirements. These are some of the key reasons we continue to gather all of our wealth management tools under one roof:
We Can Build a Holistic, Tailored Wealth Management Strategy
As wealth managers, our primary objective is to coordinate your finances to align with your goals. When we manage all your financial accounts, we gain the precise insights needed for a personalized wealth management strategy.
Tax Planning Becomes More Effective
Efficient tax strategies are an essential part of wealth management. When we have your complete financial situation in front of us, we’ll be better equipped to reduce your tax burden as much as possible.
Risk Management Becomes Easier
To create a strong risk management plan, we first need to identify potential risks. When everything is under the same roof, we can proactively spot and mitigate issues before they cause significant problems.
Recordkeeping Is Simpler
If your wealth management plan is spread out across multiple advisory firms, keeping track of various accounts, login information, and statements can become overwhelming. Because Cornerstone Wealth Management consolidates multiple planning tools, we make it significantly easier to keep track of your finances.
Ready to Start Building?
At Cornerstone Wealth Management, we take an all-inclusive approach to financial well-being. We aim to help each of our clients bring their vision of retirement into reality. By considering and addressing the big picture of your finances, we make it possible to build the enriching retirement you deserve. If you have questions or want to learn more about us, contact us today.
Start preparing your financial future today! Let us help you get started on your path to financial success. Schedule a complimentary call today by calling (702) 342-0781 or emailing scheduling@cornerstonevegas.com.
About Jammie
Jammie Avila is the Managing Partner, Co-Founder, Registered Representative, and Insurance Professional at Cornerstone Wealth Management, a Henderson, NV-based fiduciary wealth management firm helping retirees nationwide plan with clarity and confidence. With more than 18 years of experience in retirement income, investment, and tax-efficient wealth strategies, Jammie has guided countless individuals and families toward the retirement lifestyle they’ve long envisioned.
As a fiduciary advisor, Jammie takes a comprehensive, transformational approach—bringing all aspects of retirement planning under one roof, including income, tax, healthcare, insurance, estate, and legacy planning. His focus is on simplifying complex financial decisions so clients can feel confident and in control of their financial futures.
Jammie’s commitment to client education and empowerment extends beyond the office. He created and co-hosted the longest-running local financial news show in Las Vegas, airing on AM radio for five years, and now co-hosts the weekly television program Cornerstone Retirement Blueprint, where he and fellow advisors Kyle Kirwan and Anthony Napolitano share insights and strategies to help viewers build confident, fulfilling retirements. He is also the co-author of the national best-selling book The Ultimate Success Guide, recognized by the National Academy of Best-Selling Authors.
Outside of work, Jammie enjoys grilling for family and friends, wake surfing on Lake Mead, and cheering on the Las Vegas Raiders. He and his wife, Danielle, share four children (Jace, Alexis, Mya, and Ashton) and an energetic cockapoo named Hemi. Giving back to the community is another important part of his life, whether through his church, his children’s schools, or his service on the Board of Directors for HELP of Southern Nevada. To learn more about Jammie, connect with him on LinkedIn.
Disclosures: Registered Representatives offer securities through Independent Financial Group, LLC (IFG), Member FINRA/SIPC. Investment Advisor Representatives offer Advisory services through Independent Financial Group, LLC (IFG), a Registered Investment Adviser.
Cornerstone Wealth Management, Cornerstone Tax Advisory and IFG are unaffiliated entities.
The foregoing content was prepared by Indigo Marketing Agency with verbiage, opinions and/or financial commentary input provided by Cornerstone Wealth Management.
To be an accredited investor, an individual must have earned income that exceeded $200,000 (or $300,000 together with a spouse) in each of the prior two years and “reasonably expects the same for the current year,” according to the SEC. Or the individual must have a net worth of more than $1 million, either alone or together with a spouse. With the passage of the Dodd-Frank Act, this now excludes a primary residence as being eligible as part of an investor’s net worth (investors who had existing accredited investments but who now fail the net-worth test without their residence being valued were grandfathered).
The information, suggestions, and opinions included in this material is for informational purposes only and cannot be relied upon for any financial, legal, tax, accounting or insurance purposes. Cornerstone Wealth Management will not be held responsible for any detrimental reliance you place on this information. Investments in a DST involve certain risks, including the potential lack of return, loss of principal and tax consequences.