1451 High Street,
GenFinity Wealth Management is a Registered Investment Advisor (RIA) 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, our 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.”
Clicking on the link below will take you to Cornerstone Wealth Management’s website. There you will see many resources, presentations, newsletters and view multiple calculators.