Today we hear from Anthony Napolitano, Partner, Investment Advisor Representative with Cornerstone Wealth Management.
Cornerstone Wealth Management collaborates directly with them to tailor and implement personalized financial strategies. The team helps clients manage wealth, including asset protection, tax planning, and exploring passive real estate investments. They also offer financial planning, such as 401k rollover services, and help investors find ideal insurance products.
This information is not intended as a solicitation or an offer to buy or sell any security referred to herein. Keep in mind that there is no assurance that the recommendations or strategies will ultimately be successful or profitable nor protect against a loss. There may also be the potential for missed growth opportunities that may occur after the sale of an investment. Recommendations, specific investments or strategies discussed may not be suitable for all investors. Past performance may not be indicative of future results. You should discuss any tax or legal matters with the appropriate professional.
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Cornerstone Wealth Management and IFG are unaffiliated entities.