Cornerstone Wealth Strategies

What Cornerstone Wealth Strategies does

Cornerstone Wealth Strategies is an independent, privately held financial advisory firm founded in 1990 and headquartered at 2273 E. Continental, Suite 120 in Southlake, Texas. The firm offers securities, investment advisory, and financial planning services to two primary client segments: individuals and families (covering 529 college savings plans, annuities, disability income insurance, individual retirement accounts, mutual funds, life insurance, long-term care insurance, retirement planning, trust services, and wealth accumulation) and business owners (employee benefits programs, business protection, succession planning, executive benefit programs, buy-sell policies, and retirement plans for employees). It brands itself around "longevity planning" with an emphasis on measured and perpetual discipline to help clients achieve short- and long-term financial goals.

The firm operates through licensed Financial Professionals and Licensed Security Representatives who are registered representatives of MML Investors Services, LLC (Member SIPC), the broker-dealer affiliate of MassMutual. Cornerstone explicitly states it is not a subsidiary or affiliate of MML Investors Services, LLC. Client-facing technology is delivered through third-party MassMutual-affiliated platforms including Investor360, eMoney Wealth Management Solutions, MassMutual Online Access, Wealthscape Investor, and Personal Financial View (PFV). Educational resources include financial calculators, flipbooks, monthly newsletters, and an Exit Planning Solutions newsletter, with marketing presence on LinkedIn and Facebook. The firm holds securities licensing across up to 18 U.S. states (AL, AR, CA, CO, FL, GA, IL, LA, MD, MO, MS, NV, NY, PA, SC, TN, TX, WI).

The team consists of approximately 12 individuals including licensed advisors (Julie Bird, Anthony Bird, Judith Stoddard Sherman) holding designations such as CFP, CPA, CEPA, CexP, CFBS, and CPFA, supported by relationship managers, financial administrators, operations specialists, and client experience staff. Revenue is generated through commissions on insurance and annuity products and advisory fees on investment products distributed through the MML Investors Services / MassMutual platform; no pricing is publicly disclosed. Anthony Bird serves as President, CEO, and Owner, and the firm operates by appointment at its Southlake office Monday through Friday, 9:00 AM to 5:00 PM.

Name

Cornerstone Wealth Strategies

Legal name

Cornerstone Wealth Strategies

Website

https://cornerstonesouthlake.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Short description

Independent boutique financial advisory firm in Southlake, Texas offering securities, investment advisory, and financial planning services to individuals, families, and business owners across 18 U.S. states through licensed professionals affiliated with MML Investors Services (MassMutual).

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Affluent / Mass-Affluent Private Banking (FSABADAC)

Keywords

• Wealth management advisory
• Financial planning services
• Retirement planning services
• Insurance product distribution
• Business succession planning

Headquarters

HQ city

Southlake

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Securities and Investment Advisory: Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC. Revenue generated through commissions and advisory fees from sale of financial products including annuities, mutual funds, life insurance, and advisory services.
2. Insurance Products: Sale of insurance products including annuities, disability income insurance, long-term care insurance, life insurance, and group health insurance. Revenue through commissions on insurance products for both individuals and businesses.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Cornerstone Wealth Strategies is an independent financial advisory firm offering securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC. It distributes insurance products (annuities, life, disability income, long-term care, group health) and provides retirement, investment, education, trust, and business planning services to individuals, families, and business owners across multiple U.S. states.

Product overview

Cornerstone Wealth Strategies offers a comprehensive suite of financial planning and insurance products for both individuals and businesses. The core offerings include retirement planning services, annuities, life insurance, disability income insurance, long-term care insurance, mutual funds, and trust services for individuals; and business planning, employee benefits programs, business protection, and succession planning for businesses. Educational tools including financial calculators and flipbooks complement the product offerings. The agency operates through MassMutual and offers account access through multiple platforms including Investor360, eMoney Wealth Management Solutions, and MassMutual Online Access.

Differentiator

Problem solved

Functional benefit

Products and services

• Business Planning Services
• Employee Benefits Programs
• Business Protection Services
• Succession Planning
• 529 College Savings Plans
• Annuities
• Disability Income Insurance
• Individual Retirement Account (IRA)
• Life Insurance
• Long Term Care Insurance
• Mutual Funds
• Trust Services
• Retirement Planning Services

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Partnerships

Four partnerships are on record, tiered core and supporting.

• MML Investors Services, LLCcoreChannel Partner/ Reseller/ DistributorSecurities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC. Supervisory Office located at 14241 Dallas Parkway, Suite #1200, Dallas, TX 75254 (972) 348-6300. Cornerstone Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
• Investor360supportingTechnology or IntegrationOnline account access platform provided for client investments through Cornerstone Wealth Strategies.
• eMoney Wealth Management SolutionssupportingTechnology or IntegrationPersonal Financial Management platform providing tools to organize financial life for Cornerstone Wealth Strategies clients.
• MassMutual Online AccesssupportingTechnology or IntegrationInsurance and annuity account access portal for MassMutual products distributed through Cornerstone Wealth Strategies.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., providing infrastructure for thousands of advisor practices that offer investment advisory, retirement, and insurance products analogous to Cornerstone's MassMutual-affiliated practice.
• Northwestern Mutual: Northwestern Mutual operates a captive network of financial advisors who sell insurance and wealth management products under a hybrid advice/insurance model, closely paralleling Cornerstone's MML Investors Services-affiliated structure and product mix.
• New York Life: New York Life's agent network delivers whole life insurance, annuities, and long-term care products alongside wealth management and business planning, mirroring Cornerstone's hybrid individual/business advisory offering through career agents.
• Edward Jones: Edward Jones runs a large mass-affluent financial advisory branch network offering retirement planning, investments, and insurance through local offices, comparable to Cornerstone's face-to-face, appointment-based model serving individuals and business owners.
• Ameriprise Financial: Ameriprise Financial's franchise advisor model provides comprehensive financial planning, retirement, and investment advisory services to mass-affluent clients and business owners, directly overlapping Cornerstone's advisory and financial planning value proposition.
• Cetera Financial Group: Cetera hosts independent advisor practices that deliver investment advisory, retirement planning, and insurance solutions through affiliated broker-dealers, comparable to how Cornerstone operates through MML Investors Services, LLC.
• Cambridge Investment Research: Cambridge Investment Research supports independent financial advisors with practice management and a wide product shelf including annuities, mutual funds, and insurance, similar to Cornerstone's independent practice operating under a larger broker-dealer umbrella.
• Waddell & Reed Financial Advisors (now part of MAC): Waddell & Reed (now operating under MAC Financial Advisors) runs a network of financial advisors providing comprehensive planning, investment advisory, and insurance solutions, comparable in structure and client mix to Cornerstone Wealth Strategies.

Broad incumbents

• MassMutual: MassMutual is the parent-affiliated insurance and financial services company providing the product shelf, broker-dealer (MML Investors Services), and technology platforms (Investor360, eMoney) that Cornerstone distributes; it is the broad incumbent upstream of Cornerstone's value chain.
• State Farm Financial Services: State Farm's Financial Services arm distributes mutual funds, annuities, and life insurance through a captive agent network; as a broad incumbent in mass-market insurance-adjacent wealth advisory, it competes for the same mass-affluent household and small business segments Cornerstone targets.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/CornerstoneWealthStrategies
• LinkedInlinkedin.com/company/cornerstone-wealth-strategies

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cornerstone Wealth Strategies