Privacy
We don't sell client data. Information collected used only for service. GDPR + CCPA compliant. Right-to-be-forgotten honored within 30 days.
ACCOUNT 0001FOLIO IXCONTACT · 6 CHANNELS
ANDREA READS · USUALLY · WITHIN 4 HRPhone. Email.
Walk in.
Six channels. Phone is fastest during staffed hours. General email gets answered within four business hours. Existing client support routes to your primary advisor; the introduction request has its own form. We don't have a phone tree.
ACCOUNT 0001FOLIO IX.ICHANNELS · 6 WAYS
ANDREA READS · USUALLY
Six
channels.
Phone, general email, client portal, partner-direct, compliance, recruiting. Same answers across all six. The partners read their inboxes personally; nobody hides behind a corporate ticket system.
- CH-01
Phone
(617) 555-0125 · usually answered within 2 rings during staffed hours · text-friendly to the same number
- CH-02
General email
hello@cornerstone-capital.com · responses within 4 business hours · Andrea reads them most days
- CH-03
Existing client support
Sign in to the client portal at portal.cornerstone-capital.com — or call your primary advisor directly · same number, same person
- CH-04
Specialty inquiries
Direct partner email: andrea@ (tax + estate) · marcus@ (business owners) · sarah@ (retirement) · 24-hour response
- CH-05
Compliance · Form ADV
compliance@cornerstone-capital.com · Form ADV Part 2 brochure available on request or at SEC.gov · we'll point you to the URL
- CH-06
Recruiting
careers@cornerstone-capital.com · we hire CFPs, CFAs, and tax specialists · 21 yr median tenure · we hire slow
ACCOUNT 0001FOLIO IX.IITHE OFFICE · 100 FEDERAL · BOSTON
MON — FRI · 8 AM — 6 PM
The
office.
Single location, 20th floor of 100 Federal Street, Boston. Most introductions happen here in person; some by Zoom for clients outside New England. We don't have branch offices and don't plan to — small enough to know names, big enough to do the work.
- Address100 Federal Street, 20th Floor · Boston, MA 02110
- Hours · counterMon — Fri 8 am — 6 pm · Saturdays by appointment
- Phone(617) 555-0125
- ParkingValidated parking · 100 Federal garage · 2 hours
- TransitMBTA Downtown Crossing · 4-min walk · Orange + Red lines
- AccessibilityStep-free entry · ADA-compliant · 36-inch counters
NOTE TO FILE · Andrea Reyes · Senior Partner
Walk-ins are welcome but unusual; most introductions are scheduled by phone or form first. If you're in the building, reception will buzz us. The 20th-floor conference rooms have the best skyline view of any wealth-management office in Boston — that's worth a visit on its own.
ACCOUNT 0001FOLIO IX.IIIPOLICIES · CONCERNS · COMPLIANCE
FORM ADV · PUBLIC
The
fine print.
Privacy, Form ADV, complaints, referrals. We're family-owned 28 years; we don't hide behind tickets. Talk to Alexander or Andrea directly for anything tricky. Form ADV is public at SEC.gov.
Form ADV · public
Form ADV Part 2 brochure publicly filed at SEC.gov. ~60 pages; lists every conflict, every fee, every disciplinary item. Public record.
Concerns + complaints
Talk to Andrea or Alexander directly. Family-owned 28 years; we don't hide behind a corporate ticket system. Most concerns resolve in conversation.
Referral fees
We pay no kickbacks and accept none. Existing clients who refer are thanked personally; we'll buy them lunch. We don't pay finders' fees.
ACCOUNT 0001FOLIO IX.IVQUICK QUESTION? CALL OR EMAIL
