Unlock Your Portfolio's Full Potential

Count on us for investment planning services in Forked River, NJ

Letting your money sit in the bank might be a safe option, but by investing it, you could potentially get more out of every dollar. Deciding what to do with your money can be tricky, but Cornerstone Wealth Partners can help. We provide investment planning services in Forked River, NJ and throughout the U.S. We'll meet with you to discuss your financial goals and options you can use to pursue them. We'll help you decide which plans are right for you, including but not limited to Traditional IRA, Roth IRA, 401k, SEP IRA, Non-Qualified Individual & Joint. We'll then help you decide which products are right for you, including but not limited to stocks, bonds, annuities, mutual funds, MLPs, UITs, and more.

Reach out to us now to arrange for a free consultation with our investment advisors.

Good reasons to consult a professional financial advisor


A professional financial advisor who understands your long-term goals can identify strategies that can help you strive to grow and protect your wealth. You'll know it's time to contact us if:

  • You need help pursuing your goals
  • You're not sure how best to invest your money
  • You've received a lump sum of funds
Get in touch with us today to schedule investment planning services.