Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
James P. Gilbert, CFP®
Founder & Managing Partner
James P. Gilbert, CFP, is Founder and Managing Partner at Cornerstone Private Advisors. He is responsible for overseeing all administrative and financial matters at the firm and has been serving clients in the industry since 1991....
Stephen Salis
Partner
Kevin Moree
Partner
Kevin J. Moree is a Partner and Investment Advisor at Cornerstone Private Advisors. He specializes in Investment Management, Retirement Planning and Estate Planning, having helped countless families and individuals achieve...
Lee Michael Morrison
Financial Advisor
Barbara Frasier
Client Services
Barb is the most recent addition to the firm. She is a Financial Administrator with over twenty years of client support experience in the financial services and investment field. She is very much a “people person” and...
Client Centered
Whether you are investing to build wealth, protect your family with insurance, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.