Cornerstone Wealth Strategies

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Cornerstone Wealth Strategies Cornerstone Wealth Strategies is an independent, full-service financial planning firm, serving Eastern Washington. Member FINRA/SIPC.

Securities and advisory services offered through LPL Financial, a registered investment advisor. 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.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

11/02/2026

Meet Joelle, Operations Specialist at Cornerstone Wealth Strategies. Learn more about her role and how she helps keep things running smoothly behind the scenes.

Happy Halloween from Cornerstone Wealth Strategies! 🎃 Whether you're celebrating with family, friends, or grandchildren,...
10/31/2026

Happy Halloween from Cornerstone Wealth Strategies! 🎃 Whether you're celebrating with family, friends, or grandchildren, we hope you have a fun and safe holiday.
What's the best costume you've seen this year? Share it in the comments!

Halloween should be scary but financial planning shouldn't be. Many important financial conversations are easier when th...
10/30/2026

Halloween should be scary but financial planning shouldn't be. Many important financial conversations are easier when they're addressed proactively rather than during a crisis. Whether it's retirement planning, estate planning, tax planning, or protecting your assets, taking the first step today can help avoid stress tomorrow.

Please join us in welcoming Heather Purcell to Cornerstone Wealth Strategies as our newest Operations Specialist. Heathe...
10/28/2026

Please join us in welcoming Heather Purcell to Cornerstone Wealth Strategies as our newest Operations Specialist. Heather brings extensive experience in client service and operations and will help support an efficient, positive experience for our clients and team.
Learn more about our team: https://cornerstonewealthstrategies.com/our-team

Our Pullman office recently celebrated Oktoberfest with clients from across the Palouse. Thank you to everyone who joine...
10/27/2026

Our Pullman office recently celebrated Oktoberfest with clients from across the Palouse. Thank you to everyone who joined for a fun evening of conversation and connection

10/26/2026

Ever wonder how long it may take an investment to double? In this video, Joel explains the Rule of 72 and why it's a commonly used concept in financial planning.

A comprehensive estate plan may include powers of attorney, healthcare directives, beneficiary reviews, trusts, and othe...
10/23/2026

A comprehensive estate plan may include powers of attorney, healthcare directives, beneficiary reviews, trusts, and other tools depending on your circumstances. Estate Planning Awareness Week is a great opportunity to ensure your plan still reflects your goals.

Estate planning strategies can help ensure your wishes are documented and your loved ones are supported according to you...
10/22/2026

Estate planning strategies can help ensure your wishes are documented and your loved ones are supported according to your intentions.
Learn more about estate planning resources available through Cornerstone Wealth Strategies: https://cornerstonewealthstrategies.com/articles/

Estate Planning Awareness Week is designed to help individuals and families better understand the importance of estate a...
10/19/2026

Estate Planning Awareness Week is designed to help individuals and families better understand the importance of estate and financial planning.
Estate planning is more than documents and directives. It can help communicate wishes, support loved ones, and ensure your plans reflect the goals that matter most.
If it's been several years since your estate documents were reviewed, now may be a good time to revisit them.

Please join us in celebrating Katie Mulhausen, CFP® and her 10-year anniversary with Cornerstone Wealth Strategies.Over ...
10/17/2026

Please join us in celebrating Katie Mulhausen, CFP® and her 10-year anniversary with Cornerstone Wealth Strategies.
Over the past decade, Katie has helped support our team, our clients, and our mission of delivering thoughtful financial guidance. We are grateful for her dedication, professionalism, and commitment to serving others. Thank you, Katie, for ten wonderful years!

Address

8905 W Gage Boulevard, Ste 110
Kennewick, WA
99336

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2pm

Telephone

+15093960588

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