Investment Management

For many of our families, the wealth they have created and earned is the wealth they will have for the remainder of their lifetime.

Financial and Retirement Planning

Financial planning is a significant element of our team's overall and proprietary process. It is this process, where we take the time to learn about you and your family, on an intimate level, that allows us to create a financial roadmap.

Tax and Estate Planning Strategies

We have all heard that there are only two certainties in life - death and taxes. Our team and process ensures careful planning around both subjects.

 
 
 

Pursuing your financial goals with experienced guidance

Having an experienced Financial Professional or Registered Representative can not only help simplify the complexities of your wealth, it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help not only reduce the many questions that can come with investing but can also help you identify many opportunities as well – all in an effort to help make your life easier.

We can provide you with investment services and guidance that make the most sense for you and your family. We’ll also be there to help you each step of the way as you pursue your personal financial goals.

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

Where Clients Are Family

While we serve families from all walks of life; we discovered over the years we have a strong focus with business executives and owners, women, and young professionals. Our experience in serving each of these groups allows us to offer a unique perspective and provide advice that is more catered to each of their needs.

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Kerry M. Chatham, CFP®
Financial Advisor | Founder

Belinda Ledbetter
Office Manager


Meet the Team
 

Our Office

CORNERSTONE LEGACY ADVISORS
429 Gunter Ave Ste A
Guntersville, AL 35976

Phone: 888.294.0894
Email: Belinda.Ledbetter@RaymondJames.com
 

Contact Us

 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck