Cornerstone Wealth Strategies

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Strata Wealth Advisors is an independent wealth management firm based in Dallas, Texas, specializing in providing comprehensive financial solutions for affluent individuals and families. With a team of professionals dedicated to understanding clients' goals and aligning them with their financial plans, Strata offers elevated expertise and a unique Wealth 360 Planning Process to navigate the complexities of estate and financial management. Driven by integrity, respect, empathy, discipline, and professionalism, Strata advisors build deep and meaningful relationships with their clients, uncovering missed planning opportunities and addressing complex challenges. With a goals-driven investment process that emphasizes behavior and avoids emotional investment decisions, Strata aims to empower individuals and families to achieve new levels of financial discipline and direction.Generated from the website

Ewing Asset Management LLC is a financial services firm based in Dallas, TX, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized solutions, they aim to help clients achieve their long-term financial goals. Utilizing a strategic approach and in-depth market analysis, Ewing Asset Management LLC provides tailored investment strategies and comprehensive financial advice to assist clients in navigating the complexities of the financial landscape. Generated from their business information