Cornerstone Wealth & Tax Advisory Group, located in Roseville, CA, is a reputable financial firm dedicated to providing comprehensive retirement planning and wealth management services. With a focus on protecting clients' assets and prioritizing their needs, the experienced team at Cornerstone Wealth helps retirees feel confident about their financial future. Through educational events and personalized consultations, they offer strategies for asset protection, reasonable rates of return, and tax implications, ensuring clients can make informed decisions to safeguard their hard-earned money. Led by founder Doug Clancy, a math teacher and computer engineer turned financial expert, Cornerstone Wealth is committed to educating individuals and dispelling misconceptions about personal finances, empowering clients to achieve their long-term financial goals.
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