Cornerstone Wealth Management Partners, PC - LPL Financial

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

for each of our clients that will form the “Cornerstone” of a successful life journey. Value Proposition
We are passionate about helping our clients plan for the dreams and goals that are most important to them and helping them live their lives with confidence. Don Rich holds several degrees including:
College for Financial Planning
Master of Science (M.S.)Field Of StudyPersonal Financial Planning
2009 – 2011


College for Financial Planning
Certified Financial Planner
Financial Planning and Services
1994 – 1997


University of Arizona
Master's degree
Field Of StudyAthletic Training/Trainer
National Athletic Trainer's Association Certified Athletic Trainer
1977 – 1978


Montana State University-Bozeman
Bachelor of Science (B.S.)Field Of StudySecondary Education, Physical Education, General Science
1973 – 1977


Northern Montana College
General Studies
1971 – 1972

Donald Rich is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.cornerstone-wealth.com.

College Savings Day is a great reminder that planning ahead can help provide future flexibility. Small, consistent steps...
05/29/2026

College Savings Day is a great reminder that planning ahead can help provide future flexibility. Small, consistent steps today can make a meaningful difference over time!

This Memorial Day, we pause to remember and honor those who gave their lives in service. We are grateful for their sacri...
05/25/2026

This Memorial Day, we pause to remember and honor those who gave their lives in service. We are grateful for their sacrifice and the freedoms they protected.

Today, nearly 46 years ago, Don began his investment advisory career with a national brokerage firm, where he built a st...
05/22/2026

Today, nearly 46 years ago, Don began his investment advisory career with a national brokerage firm, where he built a strong foundation in financial planning and client service.

That early experience shaped the thoughtful, disciplined approach Don brings to helping clients navigate complex financial decisions. We’re grateful for his knowledge, consistency, and care as he supports clients through every phase of life, and it all began decades ago today!

May is National Pet Month, and we’re celebrating the furry members of our CWMP family! They keep us smiling, grounded, ...
05/20/2026

May is National Pet Month, and we’re celebrating the furry members of our CWMP family! They keep us smiling, grounded, and occasionally on our keyboards during the workday. 🐶🐱

Trust is built through thoughtful guidance, clear communication, and care at every stage of life. We’re grateful to work...
05/19/2026

Trust is built through thoughtful guidance, clear communication, and care at every stage of life. We’re grateful to work with clients who value a planning approach rooted in understanding their priorities and financial goals!

May is Military Appreciation Month, a time to recognize the service and sacrifices of our veterans, active-duty members,...
05/14/2026

May is Military Appreciation Month, a time to recognize the service and sacrifices of our veterans, active-duty members, and military families.

Those who serve often have access to unique financial benefits and planning considerations, from retirement savings options to education and healthcare tools. Our latest blog takes a closer look at common investment options available to veterans and military members and highlights factors to consider when building a thoughtful financial strategy.

Learn more here: https://www.cornerstone-wealth.com/blog/investing-options-for-veterans-and-military-members 🔗

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

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