Cornerstone Wealth Management

GenFinity Wealth Management has partnered with the RIA (Registered Investment Advisor) business model through Cornerstone Wealth Management and has aligned with the broker/dealer services of LPL Financial. Matt believes the relationships have “created an excellent opportunity for our clients, my team and the long-term direction of our firm.” The increased flexibility and resources are invaluable, and we feel our clients will greatly benefit from the true independent model of our firm.