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Cornerstone Wealth Management Employee Directory

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.

Find Cornerstone Wealth Management employees' phone numbers or email addresses

Cornerstone Wealth Management Global Highlights

Location
Employees

North America
23

Minus sign iconPlus sign icon
  • United States Of America
    23

Cornerstone Wealth Management's Leadership

  • President at Cornerstone Wealth Management
    G. K.
    President
    Mobile Phone
  • Co-Owner at Cornerstone Wealth Management
    M. R.
    Co-Owner
    Mobile Phone
  • Vice President at Cornerstone Wealth Management
    S. P.
    Vice President
    Mobile Phone
  • Director Of New Business Securities at Cornerstone Wealth Management
    K. A.
    Director Of New Business Securities
    Mobile Phone
  • Cfp , Private Wealth Manager at Cornerstone Wealth Management
    C. B. C.
    Cfp , Private Wealth Manager
    Mobile Phone
  • Administrative Assistance at Cornerstone Wealth Management
    A. Z.
    Administrative Assistance
    Mobile Phone
  • Financial Advisor at Cornerstone Wealth Management
    J. W.
    Financial Advisor
    Mobile Phone
  • Investment Associate at Cornerstone Wealth Management
    M. R.
    Investment Associate
    Mobile Phone

Cornerstone Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Other

Contact profiles from Cornerstone Wealth Management

Name
Title
Contact
Location
Last Update
  • President at Cornerstone Wealth Management
    G. K.
    President
    Mobile Phone
    Oct 24, 2024
  • Co-Owner at Cornerstone Wealth Management
    M. R.
    Co-Owner
    Mobile Phone
    Oct 22, 2024
  • Vice President at Cornerstone Wealth Management
    S. P.
    Vice President
    Mobile Phone
    Oct 18, 2024
  • Director Of New Business Securities at Cornerstone Wealth Management
    K. A.
    Director Of New Business Securities
    Mobile Phone
    Oct 23, 2024
  • Cfp , Private Wealth Manager at Cornerstone Wealth Management
    C. B. C.
    Cfp , Private Wealth Manager
    Mobile Phone
    Oct 23, 2024
  • Administrative Assistance at Cornerstone Wealth Management
    A. Z.
    Administrative Assistance
    Mobile Phone
    Oct 23, 2024
  • Financial Advisor at Cornerstone Wealth Management
    J. W.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Investment Associate at Cornerstone Wealth Management
    M. R.
    Investment Associate
    Mobile Phone
    Oct 16, 2024
  • Marketing Coordinator at Cornerstone Wealth Management
    N. W.
    Marketing Coordinator
    Mobile Phone
    Oct 21, 2024
  • Financial Planner at Cornerstone Wealth Management
    R. G.
    Financial Planner
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Cornerstone Wealth Management known for?

Minus sign iconPlus sign iconCornerstone Wealth Management was founded in 1996 and operates in the Investment Management industry. You can contact Cornerstone Wealth Management's main corporate office by phone at
+1-888-993-****
. Explore Cornerstone Wealth Management's company overview page for more information.

What is Cornerstone Wealth Management's most common email format?

Minus sign iconPlus sign iconCornerstone Wealth Management employees' email format typically follows the pattern of FLast@cornerstonewealthmgmt.com. Trying to find reliable and up-to-date employee contact data? Find more Cornerstone Wealth Management email formats with LeadIQ.

How many employees does Cornerstone Wealth Management have currently?

Minus sign iconPlus sign iconCornerstone Wealth Management has approximately 13 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Cornerstone Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Cornerstone Wealth Management's key employees include:

  • President: G. K.
  • Co-Owner: M. R.
  • Vice President: S. P.
  • Director Of New Business Securities: K. A.
  • Cfp , Private Wealth Manager: C. B. C.

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