Terms of Use

1. Who we are and what these terms cover

Cornerstone Wealth Partners, LLC ("CWP", "we", "us") is an investment adviser registered with the U.S. Securities and Exchange Commission, based in Okemos, Michigan. These terms apply to cornerstonewealthpartners.com and to any subdomain, landing page, form, video page, or scheduling link we operate (together, the "site"). By using the site you agree to these terms. If you don't agree, please don't use the site.

2. The site is educational

Everything on the site is general information. It isn't personalized investment, legal, or tax advice, and reading it doesn't make you a client. We only provide advisory services under a signed advisory agreement, and only where we and our representatives are properly licensed or exempt from licensing. Investing involves risk, including the possible loss of principal. Past performance doesn't predict future results.

Our regulatory disclosures are linked in the footer of every page: Form CRS, Form ADV Part 2A, and our client privacy notice. Please read them before deciding to work with us.

3. Who can use the site

You need to be at least 18 to submit a form or sign up for texts. When you give us information, you agree it's accurate and that it's yours to give. You agree not to interfere with the site, scrape it, probe it for weaknesses, or use it for anything unlawful.

4. Forms and what happens after you submit one

The site has forms for contacting us, registering for events, downloading guides, and requesting a call or a portfolio analysis. When you submit one, we'll use what you gave us to respond, schedule, or send what you asked for, and a member of our team may follow up by email or phone. Submitting a form is never a condition of becoming a client, and it doesn't obligate you to anything.

5. Text messages

If you check the text-message box on one of our forms, or text us first, you're agreeing to receive texts from Cornerstone Wealth Partners at the number you provided. Here's how that works:

• Texts are about your relationship with us: replies to your request, appointment reminders, follow-up from an advisor after you ask for a call or an analysis, and documents we need from you.
• Message frequency varies. Message and data rates may apply.
• Reply STOP to any text to opt out. You'll get one confirmation text and then nothing more. You can opt back in by checking the box again or texting us.
• Reply HELP for help, or call us at (517) 381-3450.
• Consent to texts is not a condition of any purchase or service.
• Carriers aren't liable for delayed or undelivered messages.
• We don't sell or share your mobile number or your text-message consent with anyone for their own marketing.

We keep copies of texts with clients and prospects because SEC recordkeeping rules require it. Our Privacy Policy has the details.

6. Scheduling links, videos, and other sites

Parts of the site use tools run by other companies, like Zoom for scheduling, YouTube for video, and Cloudflare for security. Links may take you to sites we don't control. Those companies have their own terms and privacy practices, and we aren't responsible for them.

7. Client portal

The client portal is for current clients and team members. Your advisory agreement governs your use of it alongside these terms. Keep your login private and let us know right away if you think someone else has it.

8. Our content

The text, images, videos, guides, and the Cornerstone Wealth Partners name and logo belong to us or are used with permission. You're welcome to read, download, and share our educational material for personal use. Please don't republish it, sell it, or present it as your own without asking us first.

9. Privacy

Our Privacy Policy explains what the site collects and how we use it. Clients also receive our client privacy notice, which covers the personal and financial information we handle as your adviser.

10. No warranties and limits on liability

We work to keep the site accurate and running, but we provide it "as is." We don't promise it will be error-free, uninterrupted, or current. To the extent the law allows, we aren't liable for losses that come from using the site or relying on its general content.

Nothing in these terms limits any right you have under federal or state securities laws, or under an advisory agreement with us. Our duties to clients are set by those laws and that agreement, not by this page.

11. Michigan law

Michigan law governs these terms. Any dispute about the site will be handled in the state or federal courts serving Ingham County, Michigan. Disputes under an advisory agreement follow that agreement.

12. Changes

We'll update these terms when the site or the rules change. The date at the top is always the current version. Using the site after a change means you accept the new terms.

13. Questions

Cornerstone Wealth Partners, LLC
2525 Jolly Rd, Suite 200, Okemos, MI 48864
(517) 381-3450

Use the contact page to reach us by email.