We were honored to be nominated as one of Weatherhead 100's fastest growing companies in Northeast Ohio in 2023. Thank you to our clients for their continued support over the years. We're looking forward to continuing to grow in 2024!
Cornerstone Wealth Management
Investment Management
Westlake, Ohio 55 followers
A fee-only, investment management & financial planning firm located in Westlake, OH serving clients nationwide.
About us
Cornerstone Wealth Management is a fee-only, independent wealth management firm and an SEC Registered Investment Advisor (RIA). Our office is located West of Downtown Cleveland in the suburb of Westlake. As a comprehensive financial planning and wealth management company, our goal is to improve the quality of our clients' lives by assisting them in successfully attaining their personal and business financial objectives. We are committed to our clients, their families, and the achievement of their financial goals - not just for today but well into the future - creating a secure foundation for generations to come. If you are interested in an independent, fiduciary relationship and the construction of a comprehensive wealth management plan, please contact us.
- Website
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http://www.cornerstonewealthmgmt.com
External link for Cornerstone Wealth Management
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Westlake, Ohio
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Financial Planning, Wealth Management, Investment Management, and Retirement Planning
Locations
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Primary
Get directions
27366 Center Ridge Rd
Westlake, Ohio 44145, US
Employees at Cornerstone Wealth Management
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David Gomersall
President at Cornerstone Wealth Management-Westlake
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Nick Dionisos
Investment Advisor Representative at Cornerstone Wealth Management
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Nicholas Kaplan, CPA, CFP®
Director of Wealth Management at Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals
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Michael Kelley, CFP®
Vice President of Cornerstone Wealth Management - a Fee-Only Independent RIA helping clients reach their financial goals
Updates
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Cornerstone Wealth Management reposted this
Day two of the 2023 F&I Reinsurance and Product Conference was a huge success. We ended the day by presenting our Lunch and Learn Attendance Prizes to Sandra Polanco of Zurich North America and Christina Kyrkos Fanourakis, MBA, CFP® of Cornerstone Wealth Management. Thank you to the Delaware Tribe for the beautiful Teton Trade Cloth wool blanket and Adrian Corr of Miller Simons O’Sullivan for the two night stay at The Palms in Grace Bay, TCI! Join us for Day 3 where we will discuss F&I Industry Trends. #FandIReinsuranceConference #insurance #fandi #tempe #events
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