Cornerstone Wealth Management

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
Industry
Financial Services
Employees
10
Founded
2004
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
Terry M. Levenberg, Cfp®, Crpc® Financial Advisor
Email Phone
Thomas Mellum, Mba Associate Advisor at Cornerstone
View
Lesley Johnson Director of Operations at Cornerstone
Email
Savanna Cilonis Client Service Specialist
Email

Employees by Management Level

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

Department Contact Coverage

Department Contacts Email Phone
Sales 1 1 0
Marketing 1 1 0

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