Cornerstone Wealth Management
Investment Management
Westlake, Ohio, United States
13 employees
- Employees
- 13
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Cornerstone Wealth Management Overview
- Headquarters
- Westlake, Ohio, United States
- Phone Number
- Available in AeroLeads
- Website
- cornerstonewealthmgmt.com
- Industry
- Investment Management
- Employees
- 13
- Founded
- 1996
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About Cornerstone Wealth Management
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.
Cornerstone Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Cornerstone Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Gomersall | President at Cornerstone Wealth | Westlake, Ohio, United States |
Email
Phone
|
| Nicholas Kaplan, Cpa, Cfp® | Director of Wealth Management | Strongsville, Ohio, United States |
Email
|
| Nick Dionisos | Investment Advisor Representative | Westlake, Ohio, United States |
Email
Phone
|
| Michael Kelley, Cfp® | Vice President of Cornerstone Wealth | Westlake, Ohio, United States |
Email
|
Employees by Management Level
Individual contributor
3 profiles
Executive
2 profiles
Director
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| General | 1 | 1 | 1 |
Compare Similar Companies to Cornerstone Wealth Management
Truist
Financial Services
Cornerstone Wealth Management, USA
Financial Services
Mike Bass Ford
Retail Motor Vehicles
Next Sparc Growth Partners
Venture Capital And Private Equity Principals
Cornerstone Wealth Advisors, Inc.
Financial Services
The Bygone Hotel
Hospitality
Vista Private Equity Group
Capital Markets
Southshore Financial Planning
Financial Services
Cleveland Talent Alliance
Professional Organizations