Our History

It all started over 40 years ago...

From across the table, she looked intently into his eyes and said with as much enthusiasm as she could muster, “I'm with you.” Those were the words that freed our founder, Floyd, to start a company focused on helping people create real wealth, not merely monetary wealth - because money, by itself, does not create contentment. Floyd and Diana have used that phrase over the course of their nearly 50 year marriage to signify that if the decision chosen ended poorly, there would be no, “I told you so.” It was a joint decision. And so began Cornerstone Wealth Management.

That was 1986. Floyd created a business, and though he has since retired from it, his legacy and core values remain. Our team chooses daily to focus our resources on helping our clients understand their money, put in its place as a tool, and use it to grow in generosity, gratitude, and contentment.

Over the years our team has grown in sophistication, technology, and size. Our tools, strategies, and tactics have changed. Our focus has not. Every day we reaffirm our commitment to you. We are with you.