Cornerstone Capital Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Cornerstone Capital Group
Team photo for Cornerstone Capital Group

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Advisors

Advisor photo for David J Cassidy

David J Cassidy

CRPC, AAMS®

Private Wealth Advisor

Founder of Cornerstone Capital Group
Visit David J Cassidy's website
Advisor photo for Bob Bernacki

Bob Bernacki

Financial Advisor

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Advisor photo for Beth McLean

Beth McLean

AAMS®, CEPA®

Financial Advisor

Certified Exit Planning Advisor®
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Advisor photo for Jim McLean

Jim McLean

CRPC

Financial Advisor

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Advisor photo for Lee Holladay

Lee Holladay

Financial Advisor

Visit Lee Holladay's website
Advisor photo for Jim Womack

Jim Womack

Financial Advisor

Visit Jim Womack's website