One story stands out to me this year. I remember meeting with a family who had been working toward a major milestone for years—an important legacy that they wanted to leave for their children and grandchildren. As we celebrated that accomplishment together, I was reminded why we do what we do: not just to manage wealth but to empower families to make an impact that lasts for generations. Moments like these reaffirm our mission to be more than just financial advisors; we are partners in your journey.

To our clients, thank you for your trust and for letting us be a part of your story. Whether you’ve been with us for decades or recently joined the Cornerstone family, your vision drives us. This year, we’ve not only navigated market shifts but also seen remarkable achievements—families retiring with confidence, communities impacted by charitable giving, and individuals setting out on new adventures. Your success is what matters most.

Looking ahead to 2025, I see so much potential. We are committed to helping you adapt to economic changes, explore new opportunities, and realize what’s truly possible. We will continue to focus on simplifying the complex, building extraordinary relationships, and ensuring your investments align with your values. Together, we will make an impact that reaches beyond the numbers and touches the lives of those we care about.

Wealth is not just about accumulation; it’s about creating meaning, building a legacy, and making a difference. As we move forward, I am excited about the possibilities that lie ahead, and I look forward to continuing this journey with you.

Thank you for being part of the Cornerstone family. Here’s to a new year full of promise, growth, and meaningful impact!

Also read Michelle Stahl’s annual message, Client-First Practices: A Behind the Scenes Look

CSP #63577. Exp. 10.28.25