Cornerstone Wealth Management Partners, PC - LPL Financial
Financial advisor serving Kalispell, Montana, and beyond with comprehensive financial services.
Financial advisor serving Kalispell, Montana and beyond with comprehensive wealth management services like retirement planning, estate planning, investment management, tax planning, and insurance. Mission Statement
We will make a positive difference in each of our client’s lives by guiding them as they work towards their financial dreams. Vision Statement
We will strive to create a financial plan
06/23/2026
The FAFSA deadline is just around the corner! 📚🏫📖 If you haven’t submitted your application, now is the time to review your information and complete the process.
06/21/2026
Happy Father’s Day to all the dads and father figures who lead, support, and guide their families every day. Wishing you a day filled with appreciation and time well spent!
06/20/2026
Summer is officially here! 😎☀️🌻 As seasons change, it’s a good reminder to revisit goals, enjoy time with family, and continue planning with purpose.
06/18/2026
WMC
Check out the latest live on our website, "Introducing the IPO Class of 2026": https://www.cornerstone-wealth.com/weekly-market-commentary-cornerstone 👈
06/17/2026
Mid‑year is a natural time to review progress, reassess priorities, and make adjustments where needed. Our latest blog outlines key steps to consider when conducting a mid‑year financial check‑in.
Read the latest here: https://www.cornerstone-wealth.com/blog/midyear-financial-review-key-steps-to-strengthen-your-money-strategy 👈
06/16/2026
Thoughtful planning includes helping families understand important details when it matters most. We appreciate the opportunity to support clients with clear information and careful guidance through each stage of life.
06/14/2026
Today we recognize Flag Day and the history and values it represents. A moment to reflect on unity, service, and the principles that continue to shape our nation.
Advanced education plays an important role in how we serve our clients. Don's MPAS® designation supports a disciplined, informed planning process designed to enhance every stage of the client experience.
Learn more about MPAS® and how it enhances our process: https://www.cornerstone-wealth.com/what-is-the-master-planner-advanced-studies-mpas-credential 🔗
06/11/2026
WMC
Check out the latest live on our website, "Is Bad News Already Priced into the Bond Market?": https://www.cornerstone-wealth.com/weekly-market-commentary-cornerstone 👈
06/10/2026
On June 10, 1977, Don graduated with honors from Montana State University, earning a Bachelor of Science in Physical Education and General Science. 🎓
This marked an early foundation built on discipline, academic excellence, and dedication, qualities that continue to shape Don’s professional approach decades later!
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Address
60 Four Mile Drive, Suite 9
Kalispell, MT
59901
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 3pm |