About Steve Tawadrous | Financial Advisor Southlake TX

About Us

Your Financial Future Shouldn’t Be Left to Chance

Money can feel overwhelming, but you don’t have to figure it out alone. Our founder, Steve Tawadrous, has always been passionate about helping people, but the 2008 market crash shaped his mission. He saw firsthand how a lack of planning forced many to delay retirement. That’s why he built an independent firm where financial planning is about people, not products. We take a hands-on, goals-based approach—offering coaching backed by decades of experience, thoughtful strategies, and a clear plan to keep you on track. The goal? To help you turn wealth into possibility and create a future you feel good about.

Connect With Us

A Coach for Life’s Biggest Financial Decisions

Think of us as your financial coach—helping you turn big goals into clear, actionable steps. At Cornerstone Wealth Group, we simplify the complex, keep you organized, and guide you through life’s financial twists and turns. With a thoughtful plan in place, you can focus on what truly matters—we’ve got the details covered.

Guided by Faith, Family, and Community

We believe financial planning is about people, not just portfolios. That’s why we focus on real relationships, not transactions—offering guidance with honesty, care, and a personal touch to help you build a life that truly reflects your values and goals. Faith, family, and community drive everything we do.

Core Values That Put You First

Our core values shape everything we do—providing thoughtful, goal-focused guidance, so you can make informed decisions and plan with confidence.

Lead With Goal Based Planning

We help you uncover what you want to do with your money. By helping you define your goals and dreams, we can develop comprehensive, personalized plans to help you pursue your higher purpose.

Serve Out of True Independence

We serve with honesty and integrity, which is why our independence is so important to us. As an independent, fiduciary planning firm, we can select the best-fit solutions to align with your unique goals.

Build Confidence With Education

As your wealth grows, so does its complexity. We build your confidence by keeping you informed and guiding you through the what and why behind the strategies that help strengthen and protect your financial future.

Coordinate Your Financial Life

We provide exceptional service, acting as your head financial coach to coordinate all aspects of your wealth. We connect you with attorneys, CPAs, and other key partners to deliver comprehensive solutions.

Guided by an Advisor Who Cares

Cornerstone Wealth Group is dedicated to building real relationships, not just financial plans. With experience, integrity, and a personal touch, we help you navigate life’s financial journey.

Steve S. Tawadrous, APMA™

Financial Advisor | Managing Partner

817-677-9901

steve.tawadrous@cornerstonewg.com

Being a first generation Egyptian-American is something I am very proud of. My parents immigrated to the U.S. in the late 70's to live out the American Dream. I am a graduate from The University of North Texas receiving my B.B.A. in...

Dream Big. Plan Smart. Start Now.

Big goals need a clear plan. With the right guidance, you can stay organized, avoid costly mistakes, and feel confident about your choices. Let’s build your future—starting today.

Get In Touch

Enhanced Financial Services Through Our Cetera Partnership

Through our partnership with Cetera, we gain access to professional legal and financial resources, independent investment research, and over a century of industry experience—helping us deliver comprehensive, personalized financial solutions tailored to your needs.

Advanced Planning Team

Complex financial situations require professional solutions. The Advanced Planning team provides specialized guidance on legal and tax matters to help make complex decisions more clear.

Explore Advanced Planning

Investment Management Team

The Investment Management Team offers independent research and professional insights, helping us create a personalized investment strategy tailored to your goals and risk tolerance.

More About Investment Management

Financial Plan Design Team

With over 100 years of experience, Cetera’s Financial Plan Design Team provides professional insights and support to help create personalized, goal-based financial strategies tailored to you.

Meet The Plan Design Team

Working Together With

Explore Cetera

Who We Work With

We help individuals, families, and business owners in Dallas-Fort Worth create personalized financial strategies that evolve as life changes.

Explore Our Clients

Our Approach

We take a goals-based, relationship-driven approach—offering guidance, to help you make informed financial decisions with confidence.

See How We Work

Contact Us

Let’s talk about your goals. Whether you’re planning for the future or navigating a transition, we’re here to guide you.