304 South Main Street
As a young adult, I was gifted an inheritance, and while it wasn't a significant amount of money, it was a lot for me at the time. And the planner I trusted to handle my money made bad decisions and left me with less than I started. It was then that I promised myself I would learn everything I could to make sure it never happened again. And it became my mission to help others who had the same fears.
Cornerstone Wealth Management (CWM) opened its doors in 2012 with our first office in Madison, Georgia. Our goal has always been to provide our clients with investment knowledge to help them pursue their financial goals. In 2018, our practice expanded into East Cobb, Georgia with the opening of our second location. We take pride in providing more than investment advice but instead educating our clients so they can make intelligent investment decisions.
General Eisenhower once said, "Plans are nothing; planning is everything," and I firmly believe that. So, through the years, we will help guide you through the different stages of your life's journey.
Your plan will change and develop over time, and consistent meetings and discussions, are the true value of working with a Planner.
We know how important it is to have a comprehensive financial plan that seeks to protect you and your family. But we also know how difficult it can be to select the right financial partner.
The most successful financial plans are comprehensive. We're concerned about all aspects of your financial health, and in addition to sound investment advice, we want to address that your estate and insurance needs are also satisfied.
We believe the best client is an educated client. We strive to provide our clients with as much knowledge as possible so they become active participants in their financial planning. Our role is to serve as your guide.
One thing is sure, and that's market volatility. While we wish every day were about positive gains, markets also decline. You can rely on us to answer all your investment questions and use industry data to analyze performance trends when that happens.
"Erik Thompson has been an incredible asset to my wife and me in our retirement planning, and as a result, I've referred Erik to many of my clients. As a Family Law Attorney, I need to feel that the person I refer my clients to is knowledgeable and professional. Divorce is one of the lowest points in a person's life, and my clients need to feel comfortable and protected, which is why I have referred them to Erik to help them invest in their future. Erik has helped many of my clients who have never worked with an investment professional before and have also felt taken care of with him."**
**This statement is a testimonial by a client of the financial professional as of 02/07/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.