Cornerstone Wealth Management Partners, PC – LPL Financial

Cornerstone Wealth Management Partners, PC, LPL Financial is a wealth management firm in Kalispell, Montana, dedicated to helping individuals and families build lasting financial security. Serving clients across Kalispell and surrounding areas, the firm offers comprehensive services including retirement planning, estate planning, investment management, tax planning, and insurance solutions. With over 50 years of combined industry experience, the team provides personalized, holistic financial guidance tailored to each client’s unique goals and life stage. Their client-focused approach emphasizes clarity, control, and long-term financial excellence, supported by a team committed to integrity and lasting relationships.

The firm’s foundation lies in a collaborative team model that allows financial advisors to concentrate on client relationships while benefiting from robust back-office support. As a member of LPL Financial, the largest independent broker-dealer in the country, Cornerstone leverages extensive resources, compliance oversight, and advanced technology without the constraints of proprietary product sales. The team includes Don Rich, CFP®, MS, MPASSM, the founder and CEO, who established the firm to deliver independent, client-centered advice. Other key members include Hailey Schwager, FPQP®, Leslie Rich, Director of Practice Management, and Autumn Palubiak, Client Services Specialist, each contributing to a seamless and supportive client experience.

Located at 60 Four Mile Drive, Suite 9, the firm sits just a short distance from US 93 North and Sunset Boulevard, with Northridge Park and the Kalispell Youth Athletic Complex nearby. It is also within a quarter-mile of The Allergy & Asthma Center, P.C., and the Dialysis Clinic, placing it in a well-connected area of the city.

Cornerstone Wealth Management Partners stands out for its strong online presence, with a clean, search-engine-friendly website and well-documented information that reflects its professionalism and transparency. The firm’s reputation is built on client trust, long-term relationships, and a proven track record of delivering personalized financial strategies.

In Kalispell, Cornerstone Wealth Management Partners is recognized as a trusted partner for those seeking thoughtful, independent guidance to secure their financial future.