A few members of the CPW team recently volunteered at Cathedral Kitchen in Camden, NJ helping serve meals alongside an organization that provides nourishment, hope, and opportunity to hundreds of people every day.

Supporting the communities we serve is an important part of who we are, and we're honored to partner with an event that brings people together for a meaningful cause.

Learn more about the event.

We were honored to play a small part in the inaugural Reed's Farm Invitational Golf Tournament in June. We joined our friend and community leader, Cookie Till, in raising funds and awareness for A Meaningful Purpose at Reed's Farm.

This summer, the Cornerstone Private Wealth team had the privilege of hosting our inaugural Summer Mentorship Program, welcoming 20 aspiring financial industry students from universities across the country.

Participants joined us virtually, twice a week to learn alongside our advisors and an outstanding group of guest speakers. Together, they explored career paths, leadership, investing, AI's growing role in finance, and today's market landscape.

We hosted a Mister Softee Ice Cream Social for our office building in May, 2026 and loved seeing so many people stop by.

CPW had the opportunity to sponsor and help organize this Starting Point event in April, 2026. It was a meaningful day in support of individuals and families navigating addiction and mental health challenges.

Our team had a great week at the Concurrent Ascend Conference.

Beyond the opportunity to learn and collaborate, we’re proud to share that Brett Hina, Managing Partner of Cornerstone Private Wealth, was appointed to the Concurrent Advisory Board and was also selected to take part in Ascend’s first-ever TED-style speaker sessions, joining fellow advisors to share candid perspectives on growth and actionable strategies. 

We were excited to be in Austin for the third annual Concurrent Ascend Conference.

From growth to AI and beyond, the sessions delivered valuable insights we can apply directly to better serve our clients and stay ahead in a rapidly evolving landscape.

A few of our favorite photos from our first CPW client event in September, 2025. We loved seeing everyone come together outside the office for some food and fun.

CPW had the opportunity to sponsor this Starting Point event in September, 2025. We had some trophy winners, but the real win was seeing the community and our team show up for such an important cause.