About Us
How we empower clients to
achieve their financial goals
Financial planning is what we do. Advocating for the families we serve is at the heart of who we are.
At Cornerstone, we believe every family deserves a financial team that not only has the expertise to guide them, but the heart to stand with them and stand up for them. Advocacy means we show up when it matters. It means we listen deeply, understand your priorities, and provide guidance designed to help you pursue your family’s long-term goals with greater clarity and confidence.
Who We Are
Our work combines tailored financial strategies with a level of personal dedication that helps families feel supported, understood, and truly valued. We take the time to learn what makes your family unique, what pressures you carry, and what dreams you want to protect.
Acting as family advocates, we do more than build plans. We help you navigate life with confidence, clarity, and the assurance that you have a team committed to going to bat for you in every season.
Our Mission
We dare to be different so we can make a difference. By boldly embracing our identity and what we aspire to be best in the world at, we challenge the status quo and redefine what's possible for the families we serve.
Our Values
Truth
We tell clients what is true, not what is convenient.
Advocacy
We go to bat for every family we serve.
Clarity
We cut through the noise so families can focus on what matters.
Intentionality
We lead with purpose in every interaction.
Courage
We make bold decisions because our clients deserve it.
Learn More About the People Supporting You
Contact Us
Cornerstone Wealth Strategies
2273 E. Continental, Suite 120
Southlake, TX 76092
Phone: 817-488-0660
Fax: 817-488-3223