Helping to secure your financial future on a foundation of integrity and trust.
Our Approach
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Cornerstone Portfolio’s first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.
We Are an Asset Management Company with Experienced Financial Professionals
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
In-person and remote options
Our office is located in the Lehigh Valley. Can’t make it into the office? No worries – we can meet virtually, too.
Our Services
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Wealth Strategies
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Insurance Services
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Employee Benefits
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Medicare Benefits
Meet Our Team
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David Guensch
Financial Advisor
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Rich Fogal
Financial Advisor
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Stacey Russo
Administrative Assistant
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Madison Marshall
Administrative Assistant
Upcoming Events
Tuesday, November 12
Lehigh Carbon Community College
Schnecksville, PA
RSVP Coming Soon!