Cornerstone Wealth Management
Financial Services
Reno, Nv, United States
10 employees
- Employees
- 10
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Cornerstone Wealth Management Overview
- Headquarters
- Reno, Nv, United States
- Phone Number
- Available in AeroLeads
- Website
- cornerstoneway.com
- Industry
- Financial Services
- Employees
- 10
- Founded
- 2004
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cornerstone Wealth Management
Cornerstone is an industry-leading wealth management firm based out of Northern Nevada upholding the fiduciary standard for nearly 20 years. We specialize in helping our clients achieve their financial goals by minimizing risk, reducing taxes, and creating stable and predictable income. In an industry of complexities where investors are often left in the dark, Cornerstone sets out to deliver trustworthy, guidance-based comprehensive wealth management. When planning for your financial future, it's not simply just about investing; that is only one of the many moving pieces on your journey. At Cornerstone, we take a unique, comprehensive approach through sound financial planning, diversified portfolios, institutional investment solutions, tax reduction strategies, and historically proven estate and legacy planning concepts. We are committed to guiding our clients down the path of stress-free financial freedom. For advisory services and for disclosure information please visit our website www.cornerstoneway.com. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. ©2023 Cornerstone Retirement Group, Inc. - All rights reserved.
Cornerstone Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Cornerstone Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Terry M. Levenberg, Cfp®, Crpc® | Financial Advisor | Reno, Nevada, United States |
Email
Phone
|
| Thomas Mellum, Mba | Associate Advisor at Cornerstone | Reno, Nevada, United States |
View
|
| Lesley Johnson | Director of Operations at Cornerstone | Reno, Nevada, United States |
Email
|
| Savanna Cilonis | Client Service Specialist | Carson City, Nevada, United States |
Email
|
Employees by Management Level
Individual contributor
2 profiles
Associate / junior
2 profiles
Director
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 1 | 1 | 0 |
| Marketing | 1 | 1 | 0 |
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