Cornerstone Wealth Strategies is a financial planner in Kennewick, Washington, serving individuals and families across the Tri-Cities region with comprehensive financial planning. The firm specializes in retirement planning, tax planning, income planning, investment management, estate planning, and education funding, offering a holistic approach that integrates all aspects of a client’s financial life. Founded on the principle that a well-structured financial plan is the cornerstone of long-term stability, the firm emphasizes trust, personalized service, and long-term relationships. Clients benefit from a team-based model where multiple advisors are trained to address any financial concern, ensuring continuity and accessibility. With a 5.00 rating, the firm is recognized for its client-focused approach and transparent fee structure, which includes no fees to join or leave and a single, clear fee during the client relationship.
The firm’s website emphasizes a culture of excellence, collaboration, and dedication to client service, rooted in a team-based philosophy inspired by the principles of mutual accountability. Since its founding in 2003 by Matt Riesenweber, who began his career with Waddell & Reed in Kennewick, the firm evolved into an independent Registered Investment Advisor in 2018. The team, though diverse in background, works cohesively to help clients achieve financial independence through tailored strategies. Their approach combines deep client understanding with a commitment to adaptability, ensuring plans evolve as life circumstances change. The firm is nationally recognized by Forbes and Barron’s, underscoring its standing in the financial services industry.
Located at 8905 W Gage Blvd, Suite 110, Cornerstone Wealth Strategies sits just a short drive from key local roads and green spaces. It is about 0.2 miles from North Steptoe Street and Gage Boulevard, both main roads, and approximately 0.3 miles from Columbia Center Estates Park, a nearby recreational area. The office is also within 0.4 miles of Ideal Options, a medical clinic, and is just 23 meters from West Gage Boulevard, placing it in a quiet, accessible commercial corridor.
The firm stands out for its thorough, well-documented online presence and a website that search engines read cleanly, enhancing visibility and trust. This strong digital foundation ensures clients and prospects can easily access detailed information about services, team members, and the firm’s philosophy.
As a trusted financial partner in Kennewick, Cornerstone Wealth Strategies combines personal attention with professional rigor, helping residents build lasting financial security in a dynamic economic landscape.