Five Star award winners Cornerstone Wealth Management

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Portland Five Star award winners
PROFESSIONAL PROFILE
                            
                                            Contact Us
                                        
Cornerstone Wealth ManagementLPL Financial
486 NW 2nd St
Canby, OR 97013
Office: 503-266-7431
cornerstonewealthmanagement@lpl.com
thecwmgroup.com
Professional ApproachCornerstone Wealth Management was founded in 2007 and includes a team of 3 advisors who are passionate about providing financial guidance no matter where the client is in their financial journey. Our team has the education (CFP®), resources and professional experience (45 combined years) to help our clients build a strong financial future. 
Matthew Stutes, CFP®Financial AdvisorPhone: 503-266-7431

Matthew Stutes is a Certified Financial Planner™ earning this prestigious credential from the Certified Financial Planner Board of Standards in 2017.  Matt has been active in the financial planning and wealth management profession since joining and becoming a partner of Cornerstone Wealth Management in 2014. He is responsible for the firms retirement and financial planning analytic process. This is a  comprehensive plan with integrated strategies that takes all financial activities into account and helps to identify long-term goals and the steps needed to pursue them.
He has been named a Portland Five Star wealth manager for each of the past 3 years, placing him among this elite group representing less than five percent of the wealth managers in the Portland area.
Matt is a very active member in the community, a member of the Rotary Club of Canby and the Chamber of Commerce.  Matt lives in Canby with his wife and two sons. In his spare time enjoys golfing, fishing, traveling, and doing anything sports related. 
Matt is an Investment Advisor Representative with LPL Financial. He has his CFP®, Series 7 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance license
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2019/2020/2021 Five Star Wealth Managers. 
 
Christopher Stutes JDFinancial AdvisorPhone: 503-266-7431

Christopher Stutes is the Founder and CEO of Cornerstone Wealth  Management. He started his Financial Advisor career in 1992, after leaving his law practice in Louisiana. In 2007, Chris joined LPL Financial and started Cornerstone Wealth Management. He is recognized as being especially knowledgeable on topics relating to tax and estate planning, 401k planning, as well as exit planning for individuals and business owners.
Chris with the help of the team at Cornerstone Wealth Management has been awarded the Chairman’s Club designation, as one of LPL Financial’s top Financial Advisors for the last 3 years. This honor is presented to less than five percent of the firm’s more than 17,000 financial advisors nationwide. Additionally, Chris has received the Portland Five Star wealth manager award for 9 consecutive years, placing him among this elite group representing less than five percent of the wealth managers in the Portland area.
Chris actively participates in his community as a Rotary member, Chamber of Commerce member and has participated on several community civic boards. Chris, with his wife Suzy reside in Canby. He enjoys fishing, coaching his grandchildren and traveling.
Chris is an Investment Advisor Representative and Registered Principal with LPL Financial. He has his Series 24, 7, 63 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2019/2020/2021 Five Star Wealth Managers. 
 
Frederick (Mitch) MagenheimerFinancial AdvisorPhone: 503-266-7431

Frederick (Mitch) Magenheimer spent the first five years of his  career as a financial analyst in the commercial lending industry before moving to financial advising in 2005. Mitch joined the team at Cornerstone Wealth Management in 2010 and is now a partner of the firm.  Mitch with his deep understanding of the Industry and wealth of knowledge working with individuals, families and business owners makes him a vital partner to the team. 
Mitch has received the Portland Five Star wealth manager award for 10 consecutive years, placing him among this elite group representing less than five percent of the wealth managers in the Portland area.
Mitch is dedicated to serving the needs of his community. He is very involved and volunteers his time to his church, several local Non-Profits, Community Organizations, and coaching youth sports. He is a member of the local Rotary Club and Chamber of Commerce. He lives in Canby with his wife and four children and in his spare time enjoys spending time with them, hunting, fishing, playing sports and raising livestock.
Mitch is an Investment Advisor Representative with LPL Financial. He has his Series 7, 63 and 66 Securities registrations held with LPL Financial, as well as his state Life and Health Insurance licenses.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020/2021 Five Star Wealth Managers. 
 
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                        This award was issued on 5/1/21 by Five Star Professional (FSP) for the time period 07/13/2020 through 01/22/2021. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 900 Portland-area wealth managers were considered for the award; 96 (11% of candidates) were named 2021 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2020: 824, 85, 10%, 4/1/20, 6/1/19 - 2/7/20; 2019: 848, 100, 12%, 4/1/19, 7/19/18 - 2/11/19; 2018: 814, 94, 12%, 4/1/18, 7/21/17 - 2/13/18; 2017: 902, 217, 24%, 4/1/17, 7/25/16 - 2/15/17; 2016: 811, 223, 27%, 3/1/17, 9/16/15 - 2/12/16; 2015: 1107, 224, 20%, 4/1/15, 9/16/14 - 2/12/15; 2014: 1558, 190, 12%, 4/1/14, 9/16/13 - 2/12/14; 2013: 2551, 330, 13%, 4/1/13, 9/16/12 - 2/12/13; 2012: 1454, 260, 18%, 4/1/12, 9/16/11 - 2/12/12. 
                    
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        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.