Cornerstone Wealth Management is a fee-only, independent wealth management firm and an SEC Registered Investment Advisor (RIA). Our office is located West of Downtown Cleveland in the suburb of Westlake. As a comprehensive financial planning and wealth management company, our goal is to improve the quality of our clients' lives by assisting them in successfully attaining their personal and business financial objectives. We are committed to our clients, their families, and the achievement of their financial goals - not just for today but well into the future - creating a secure foundation for generations to come. If you are interested in an independent, fiduciary relationship and the construction of a comprehensive wealth management plan, please contact us.
View Top Employees from Cornerstone Wealth Management| Website | http://www.cornerstonewealthmgmt.com |
| Revenue | $1 million |
| Employees | 16 (16 on RocketReach) |
| Founded | 1996 |
| Address | 27366 Center Ridge Rd, Westlake, Ohio 44145, US |
| Phone | (440) 899-4000 |
| Fax | (440) 899-9030 |
| Technologies |
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| Industry | Investment Management, Business Services General, Financial Planning, Business Services, Wealth Management |
| Web Rank | 23 Million |
| Competitors | Ameriwaste Environmental Inc, Audio Craft, Blue Jay Communications, LaCentre |
| SIC | SIC Code 87 Companies, SIC Code 874 Companies |
| NAICS | NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 561 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies |
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Cornerstone Wealth Management Questions
The Cornerstone Wealth Management annual revenue was $1 million in 2024.
Michael Kelley is the Vice President of Cornerstone Wealth Management.
16 people are employed at Cornerstone Wealth Management.
Cornerstone Wealth Management is based in Westlake, Ohio.
The NAICS codes for Cornerstone Wealth Management are [561110, 5611, 561, 56, 56111].
The SIC codes for Cornerstone Wealth Management are [87, 874].
Top Cornerstone Wealth Management Employees
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Nicholas Kaplan
Director of Wealth Management at Cornerstone Wealth Management
Strongsville, OH, US31 -
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ViewCka Ben Clark
CFP , Private Wealth Manager at Cornerstone Wealth Management
Atlanta, Georgia, United States -
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Christina Kyrkos
Investment Advisor Representative at Cornerstone Wealth Management
Westlake, Ohio, United States2 -
ViewMegan Wells
Investment Associate at Cornerstone Wealth Management
Westlake, Ohio, United States33
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