Cornerstone Wealth Management Partners, PC - LPL Financial

Cornerstone Wealth Management Partners, PC - LPL Financial

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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.

Photos from Cornerstone Wealth Management Partners, PC - LPL Financial's post 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.

06/12/2026

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