Cornerstone Wealth Management Partners, PC - LPL Financial
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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
07/06/2026
Estate planning plays an important role in a well-rounded financial strategy. Taking a proactive approach can help provide structure, clarity, and confidence around future decisions. It is a key step in protecting your legacy and supporting long-term goals.
Read more about why it is important not to leave these decisions to chance: https://www.cornerstone-wealth.com/blog/dont-leave-your-estate-planning-up-to-chance 🏡
07/02/2026
Check out the latest live on our website, "Has Stock Market Exuberance Become Irrational?": https://www.cornerstone-wealth.com/weekly-market-commentary-cornerstone 👈
06/24/2026
Meet Don Rich, MPAS®, a financial planner committed to advanced education and meaningful guidance. His focus on continued learning and thoughtful process helps support well‑informed financial decisions for clients at every stage of life.
Learn more about the MPAS® designation: https://www.cornerstone-wealth.com/what-is-the-master-planner-advanced-studies-mpas-credential 🔗
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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 |
