Cornerstone Wealth Strategies

Cornerstone Wealth Strategies is a Financial Planner in Kennewick, WA, located at 8905 W Gage Blvd #110. The firm provides holistic financial planning services, including investment management, retirement planning, income planning, tax planning, estate planning, education planning, and business planning. The team, which includes CERTIFIED FINANCIAL PLANNERS™, utilizes a team-based approach to offer depth and accessibility, ensuring multiple advisors are available to address client concerns. They serve clients in the Tri-Cities area and Pullman, Washington, with offices in both cities. The business holds a 5.00 rating based on customer reviews.

Founded in 2015 as an independent wealth management firm, Cornerstone Wealth Strategies was established by Matt Riesenweber and his mother, Winette, who began their investment career together in 2003 with Waddell & Reed. The firm became a Registered Investment Advisor in 2018. They operate through LPL Financial, a registered investment advisor and Member FINRA/SIPC. The practice emphasizes a personalized experience, combining big-firm resources with a small-firm culture. Advisors work to understand each client’s risk tolerance, investment goals, and time horizon to create customized investment portfolios. Their holistic method considers the combination of retirement, estate, education, business, and tax planning, allowing them to adjust plans as clients' needs change. They offer a simple, transparent fee structure with no fee to become a client or to leave.

The firm is recognized by Forbes and Barron’s. Their Kennewick office is open Monday through Thursday from 8 AM to 5 PM and Friday from 8 AM to 2 PM. The Pullman office operates Monday through Thursday from 8 AM to 5 PM and Friday from 8 AM to 1 PM. The team blends their strengths and talents to help clients achieve financial independence, supporting them through ordinary and extraordinary challenges.

Cornerstone Wealth Strategies brings a 5.00 rating and a team-based, holistic approach to financial planning in Kennewick, helping local residents build reliable and accurate plans for their future.

The office sits on W Gage Blvd in Kennewick, WA, just 0.2 miles from West Grandridge Boulevard and North Steptoe Street.

BizScoreAI awarded a Technical score of 91 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. A Discoverability score of 75 out of 100 confirms that AI crawlers can find every page, allowing AI assistants to recommend the business. The firm ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Kennewick.