YOUR FINANCIAL FUTURE
DESERVES A BLUEPRINT
Cornerstone Asset Management provides personalized wealth management for individuals, families and business owners, bringing investment management, financial planning and long-term strategy together under one approach.
INDEPENDENT WEALTH MANAGEMENT
more than managing investments.
Wealth is rarely one-dimensional. Investments, retirement, taxes, estate considerations and the decisions you make along the way are inter...More
ONE STRATEGY.
MULTIPLE DISCIPLINES.
wealth management, built as a whole.
Effective wealth management doesn't treat investments, planning and retirement as separate conversations. Each discipline informs the othe...More
UNDERSTANDING THE DIFFERENCE
financial advice vs.
comprehensive wealth management
The difference isn't simply the number of services. It's how the pieces are considered together.
ONE STRATEGY. MULTIPLE DISCIPLINES.
wealth management,
built as a whole.
A coordinated approach brings the different pieces of your financial life into one strategy.
INVESTMENT MANAGEMENT
Investment strategies aligned with your goals, risk tolerance and time horizon.
RETIREMENT STRATEGY
Coordinating income, investments and long-term planning to prepare for and navigate retirement.
FINANCIAL PLANNING
Planning that connects today's financial decisions with the future you're working toward.
WEALTH PRESERVATION
Strategies designed to protect what you've built and help preserve wealth across generations.
THE CORNERSTONE APPROACH
built around you.
designed to adapt.
1. UNDERSTAND
Goals, priorities, concerns and responsibilities.
2. DESIGN
A coordinated strategy around your complete financial picture.
3. IMPLEMENT
Put investment and planning strategies into action.
4. ADAPT
Evolve the strategy as markets, opportunities and life change.
INVESTMENT PHILOSOPHY
Every client brings a different set of goals, circumstances, time horizons and risk considerations. Cornerstone builds investment portfolios around that individual financial picture rather than relying on a one-size-fits-all approach.
Portfolios are designed with an emphasis on diversification, cost ...More
EXPERIENCE + PERSPECTIVE
advice is personal. experience matters.
Stephen Gordon
Founder, Cornerstone Asset Management
Stephen Gordon believes effective wealth management begins with understanding the individual behind the financial picture. By combining vision with action, Cornerstone ...More
WHO WE SERVE
YOUR FINANCIAL LIFE IS CONNECTED
Cornerstone works with individuals, families and business owners whose financial lives require thoughtful coordination across investments, planning and long-term decisions.
INDIVIDUALS & FAMILIES
Managing wealth, retirement decisions and changing financial priorities.
BUSINESS OWNERS
Coordinating personal wealth, business interests and future transitions.
MAJOR FINANCIAL TRANSITIONS
Navigating retirement, inheritance, business sales and other significant changes.
5251 DTC Pkwy #990, Greenwood Village, CO 80111
Office: (303) 779-2524
Fax: (303) 779-1457
Toll-Free: 1-(877) 779-2524
Mobile: (303) 881-3375
sgordon@cornerstoneassets.com
FAQ
1. What is wealth management?
Wealth management is a coordinated approach to managing multiple areas of your financial life. It can bring together investment management, financial planning, retirement strategy and wealth preservation so decisions are made within the context of your broader goals rather than in isolation.
At Cornerstone Asset Management, wealth management is the overarching relationship. Financial planning is one component of that broader approach.
2. What is the difference between a financial advisor and a wealth manager?
“Financial advisor” is a broad term that can describe professionals providing many different types of financial services. The scope of those services can vary significantly.
Wealth management generally describes a more comprehensive approach in which investment management is coordinated with other financial considerations, such as planning for retirement, managing accumulated wealth and preparing for future financial decisions.
The important distinction isn't simply the title someone uses. Investors should understand the actual services being provided, how the professional is compensated and the type of relationship they are entering into. The SEC similarly recommends evaluating the services, fees and relationship rather than relying on professional titles alone.
3. Do you have flexible pricing?
Independence generally refers to an advisory practice that operates independently rather than as a proprietary branch of a large financial institution.
However, “independent” does not automatically mean fee-only, conflict-free or that the practice itself is a registered investment adviser. Investors should review the firm's disclosures and understand the entities through which advisory and brokerage services are provided.
4. Can financial planning be part of wealth management?
Yes. Financial planning can be an important component of a broader wealth-management relationship.
At Cornerstone, financial planning helps inform the larger wealth strategy rather than standing alone as the primary service. Investment management, retirement considerations and long-term financial objectives can then be considered together.
5. Who does Cornerstone Asset Management work with?
Cornerstone Asset Management works with individuals, families and business owners seeking personalized wealth management and long-term financial guidance.
The firm's approach is particularly suited to clients who want their investment decisions considered within the context of their broader financial picture rather than managed in isolation.
6. Does Cornerstone Asset Management serve clients in both Denver and Phoenix?
Yes. Cornerstone Asset Management is based in Greenwood Village in the Denver Tech Center and serves clients throughout the Denver metropolitan area, including Greenwood Village and Cherry Hills Village.
Cornerstone also serves clients in the Phoenix metropolitan area by appointment. Cornerstone does not maintain a physical Phoenix office.