Cornerstone Wealth Management Email Format
Investment ManagementOhio, United States11-50 Employees
Cornerstone Wealth Management operates as a fee-only, independent wealth management firm that is registered as an SEC-Registered Investment Advisor. Based in Westlake, Ohio, in the Cleveland metropolitan area, it offers comprehensive financial planning and wealth management services. The firm prioritizes fiduciary, independent guidance to help clients achieve personal and business financial objectives and to lay a secure foundation for future generations. Its client base comprises individuals and families seeking objective, long-term planning rather than transactional advice. In 2022, Planify Group partnered with Cornerstone Wealth Management and aligned with LPL Financial's platforms, reflecting collaboration within a broader advisory network.