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Financial plans and advice offered by Cornerstone Wealth Management are reviewed by CFP® Professionals and follow the CFP Board Code of Ethics and Standards of Conduct
Principle 1
Integrity: Provide professional services with integrity.
Principle 2
Objectivity: Provide professional services objectively.
Principle 3
Competence: Maintain the knowledge and skill necessary to provide professional services competently.
Principle 4
Fairness: Be fair and reasonable in all professional relationships. Disclose conflicts of interest.
Principle 5
Confidentiality: Protect the confidentiality of all client information.
Principle 6
Professionalism: Act in a manner that demonstrates exemplary professional conduct.
Principle 7
Diligence: Provide professional services diligently.
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