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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Emily Haddad
Administrative Assistant
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Rich Fogal
Financial Advisor
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Alyssa Kuhns
Administrative Assistant
UPCOMING EVENTS
Penn State Lehigh Valley
2809 Saucon Valley Road
Center Valley, PA 18034
March 27, 2024
Join us for an engaging seminar that will cover retirement, social security, medicare, & more! Event begins at 6pm.