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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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