Client Access

Client Access

Please feel free to access your account through one of the following portals by clicking on either the TD Ameritrade Institutional logo below.

 

 

For financial planning clients, please access your plan by clicking on the MoneyGuidePro logo.

 

 

 

TD Ameritrade Institutional
Client Access

Cornerstone Wealth Management
Financial Planning
Client Access

 

 

 

 

 

 

Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing one of these websites, you assume total responsibility and risk for your use of the third-party website.

 

FINRA - BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business.  Please click the logo below to research this company or any of the investment professionals you are working with.

 

 

 

 
DISCLAIMER:  THERE CAN BE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE.
 
Cornerstone Wealth Management (CWM) is a Security & Exchange Commission (SEC) registered investment adviser, doing business in Ohio.  Information relating to securities is intended for use by individuals residing in states in which the investment advisor representative has received licensure or is otherwise exempt from filing status.  This site does not constitute a complete description of our investment services and is for informational purposes only. 
 
Nothing on the CWM website should be construed as a solicitation, offer or recommendation, to acquire or dispose of any investment or to engage in any other transaction.  We do not render or offer to render personalized investment advice or financial planning advice through our website.  Advice can only be given after delivery of our Disclosure Document and execution of an investment advisory agreement by the client and CWM.
 
Information throughout this internet site, whether investment specific, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.  The information and opinions contained in this website are provided by CWM for personal use and informational purposes only and are subject to change without notice.  Nothing contained on this website constitutes investment, financial, legal, tax or other advice or is to be relied on in making an investment or other decision.  Nothing on this site should be interpreted to state or imply that past results are an indication of future performance.
 

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