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Cornerstone Wealth Partners LLC Employee Directory

Financial ServicesMichigan, United States11-50 Employees

Cornerstone Wealth Partners LLC operates as a Registered Investment Advisor within the financial services sector, delivering independent investment guidance to clients. The firm combines advisory services with ongoing education to help clients build a foundational understanding of investment principles and to foster peace of mind in their financial choices.

Based in Okemos, Michigan, the company serves a small to mid-sized client base seeking independent financial guidance. Its positioning emphasizes independence within the advisory space, offering education as a core component of the client relationship. Overall, the organization operates with a lean team structure appropriate to a boutique financial services firm.

Find Cornerstone Wealth Partners LLC employees' phone numbers or email addresses

Cornerstone Wealth Partners LLC Global Highlights

Location
Employees

North America
22

Minus sign iconPlus sign icon
  • United States Of America
    22

Cornerstone Wealth Partners LLC's Leadership

  • Stylized image of a person
    S. S.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    J. M.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    J. R.
    Account Manager
    Mobile Phone
  • Stylized image of a person
    C. D.
    Principal
    Mobile Phone
  • Stylized image of a person
    T. W.
    Investor Coach, Cepa®
    Mobile Phone

Cornerstone Wealth Partners LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Business
  • Program & Project Management
  • Administrative
  • Other

Contact profiles from Cornerstone Wealth Partners LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    S. S.
    Managing Partner
    Mobile Phone
    Jul 09, 2026
  • Stylized image of a person
    J. M.
    Managing Partner
    Mobile Phone
    Jun 24, 2026
  • Stylized image of a person
    J. R.
    Account Manager
    Mobile Phone
    Feb 24, 2026
  • Stylized image of a person
    C. D.
    Principal
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. W.
    Investor Coach, Cepa®
    Mobile Phone
    Jun 24, 2026

Frequently Asked Questions

What is Cornerstone Wealth Partners LLC known for?

Minus sign iconPlus sign iconCornerstone Wealth Partners LLC was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-517-381-****
. Explore Cornerstone Wealth Partners LLC's company overview page for more information.

What is Cornerstone Wealth Partners LLC's most common email format?

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

How many employees does Cornerstone Wealth Partners LLC have currently?

Minus sign iconPlus sign iconCornerstone Wealth Partners LLC has approximately 16 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cornerstone Wealth Partners LLC's key employees and leadership?

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As of July 2026, Cornerstone Wealth Partners LLC's key employees include:

  • Managing Partner: S. S.
  • Managing Partner: J. M.
  • Account Manager: J. R.
  • Principal: C. D.
  • Investor Coach, Cepa®: T. W.

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