Cornerstone Wealth Management

Cornerstone Wealth Management

Financial Services Assistant at Cornerstone Wealth 8 employees
Employees
8
Contacts
3
Emails
3

Cornerstone Wealth Management Overview

Headquarters
Assistant at Cornerstone Wealth
Industry
Financial Services
Employees
8
Founded
1993
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Cornerstone Wealth Management

We are a comprehensive planning firm. We integrate all three areas of your financial life: wealth creation, distribution during your retirement years and conservation as wealth transfers to heirs or charities. Our unique value proposition is by design: 1) Independence, with an open architecture of financial products and companies at our disposal. 2) Macro-economic planning, focusing on a comprehensive, client-centered process 3) Multi-disciplinary practice At Cornerstone Wealth Management, we don't create problems; we help you discover them. We then offer solutions from a goals-based, integrated perspective. Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a of Gradient Wealth Management. Gary Kinder is registered to offer securities in IL, OH, NV and TX, and investment advisory services in IL, OH and TX. Gradient Securities, LLC and its advisors to do not render tax, legal, or accounting advice. Insurance products and services are offered through Cornerstone Wealth Management. Cornerstone Wealth Management is not affiliated with Gradient Securities, LLC.

Cornerstone Wealth Management Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

Cornerstone Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Frankie Napolitano Student at Texas Christian University
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Elizabeth Hall Office Assistant at Cornerstone Wealth
Email
Gary Kinder, Clu, Chfc President, Cornerstone Wealth Management
Email
Kenneth Worley Certified Financial Planner (Tm) at Cornerstone Wealth Management Group
Email

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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