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May 1, 2013updated 04 Apr 2017 3:17pm

Cornerstone Wealth Management opens new office in Rancho Santa Fe, California

San Diego-based Cornerstone Wealth Management has opened a new office in Rancho Santa Fe, California.

By Verdict Staff

Cornerstone, is founded in 1999 by Chris Meacham, is a boutique wealth management firm led by formerly practicing CPAs and attorneys.

Cornerstone is modeled after what is known as a Family Office. The approach of a Family Office is more comprehensive than the services provided by many investment advisory firms.

Family Offices often coordinate all the specialized needs required of wealthy investors, from investment advice to legal and tax issues to succession planning.

In addition to its Family Office services, Cornerstone also specializes in private placements and manages its own private fund, the Cornerstone Diversified Portfolio.

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