Cornerstone Planning vs Ascent Wealth Management Group

The Cornerstone Planning Group mobile allows clients to have access to everything financial in their lives at any time. Cornerstone clients will have access to all portfolio data and all aspects of their personal financial plan within a simple, elegant interface. This app is one our tools to help bring Clarity, Confidence, and Direction to our client’s financial futures. To request access, please contact your Cornerstone Planning Group Advisor.

The Ascent Wealth Management Group, LLC cell phone application enables authorized clients to access their portfolios/accounts information in a simple, elegant interface. • Requirements: You need to be an Ascent Wealth user that has been authorized for the phone application. If you would like to request access, please contact your Ascent Wealth primary contact. You need to be a client of Ascent Wealth Management Group, LLC to have authorization for the phone application. If you would like to request access, please contact us through our website.