Changes within Cornerstone Wealth Management

We have a couple of exciting announcements we would like to make you aware of here at Cornerstone Wealth Management. To begin with, on July 1st of this year our company name changed from Cornerstone Wealth Management to Triad Financial Strategies. Cornerstone Wealth Management was founded on the following principals:

…traditional values; accessibility, hard work, benevolence, honesty, and commitment. When we manage your money, you get all this and more. Guiding our clients through the process of obtaining financial independence so that they can focus on the most important things in life.

Our goal has always been to create an organization that is able to assist you in all areas of your life. We provide many exceptional services with three main pillars of expertise – Financial Planning, Investment Management and Tax Planning. To emphasize this, we felt that a name change was necessary to help communicate this. We feel that all three of these services are interwoven and should not operate independently. For that reason, the name Triad Financial Strategies was created. In combination with our core foundational principals our continued effort to provide world class service and comprehensive financial services, we know that you will find this change as positive.

At Triad Financial Strategies, we will continue to constantly strive to “raise the bar” on our ability to deliver extraordinary service to our clients. As such, I am very pleased to announce the recent addition of Christine LeVay as an Insurance Specialist to Triad Financial Strategies. She will be greeting you with a welcoming smile when you come into our office, but her primary role will be to bring her extensive knowledge in insurance and fixed income solutions to you. In addition she will be focusing on continuing to work with her existing clients while also assisting me.

Christine comes to us from Bankers Life & Casualty where she specialized in assisting her clients with their life insurance, Medicare supplements, long term care and income needs. During the planning process our clients consistently have needs in this area and Christine will bring additional strength to our team. Christine believes strongly in extraordinary client service and knows that this can only be achieved if our infrastructure runs seamlessly for our clients and consistently focuses on improvement.

In addition to a new company name and team member, thanks to many of you, I was recently voted as a 2011 Five Star Wealth Manager in the April issue of the Seattle Magazine. This honor is very much humbling and appreciated. This recognition provides me with confidence that we are not only meeting our clients’ needs in a way that is satisfying to them, but that puts us in the top 7% of all financial advisors in the Seattle Area. Thank you again for helping me achieve this distinct honor, and also for those of you that have continued to entrust your closest friends and families to us by referring them. We are extremely grateful for these introductions because we love working with our clients and the people that are closest to them.

With all of these exciting things happening within our firm we wanted to have an Open House to give everyone a chance to stop in and say hi to Christine and the rest of the team. We are hosting our Open House on 7/19 from 4-6pm. We will be providing light appetizers as well as red and white wine. Please come join us, we would love to see you.

Finally, with our name change taking effect on July 1st, some of our contact information will change. While our address and phone numbers will remain the same, our website and email addresses will not. Our new website will be www.triad-fs.com and our email addresses will be our first name followed by @triad-fs.com (i.e. Tait@triad-fs.com). We are also enhancing the ways we communicate with you, and would enjoy connecting with you online. Connect with us on Facebook, Twitter, or LinkedIn to receive regular announcements, articles and additional valuable updates. You will find links to our social media sites on our new homepage of our website.

We look forward to continuing to serve all of you now and in the future. Please contact us if we can assist you or anyone else.


Best regards,

Tait Lane, President
Triad Financial Strategies