Cornerstone Wealth Strategies Group

We partner with financial institutions around the country to provide an array of banking services. The following types of services are available:

Cash Management Services

Checking accounts

Credit cards

FDIC insured money market accounts up to $3 million

ATM and check cards

Online bill paying

Debt Facilities

E-Loans against investments

Line of credit

Mortgages

Trust Services

We know that as time passes, and your family’s assets grow, there are ever expanding needs. In some cases, trustee services are required. We can work with any delegated trustee you choose, or we can provide trust and administrative services for you. We work with personal trusts, irrevocable life insurance trusts, charitable trusts and special asset trusts.

Other Private Counseling Services

Families often need to create strategies for estate planning or tax minimization. We can work with your own legal team, or recommend attorneys who specialize in a particular area of need to help ensure that your family is protected appropriately for whatever circumstance you are seeking to manage.

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UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Cornerstone Private Wealth Counseling is a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results. UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel

Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC. (UCFA) , United Capital Financial Partners, Inc. (UCFP) and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with UCFA.

Securities Offered Through Girard Securities Inc, member FINRA/SIPC. Girard Securities, Inc. is not affiliated with UCFA.