Cornerstone Wealth Management
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.
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Verified contacts
9
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- NK
Nicholas Kaplan
Director of Wealth Management · Finance & Accounting
EmailPhone - MK
Michael Kelley
Vice President · General Business & Management
EmailPhone - DG
David Gomersall
President · General Business & Management
EmailPhone - EM
Edmund Malone
Chief Compliance Officer · Legal
EmailPhone - ND
Nick Dionisos
President Owner Investment Advisor Representative · Other
EmailPhone - AZ
Alicia Zirkes
Paraplanner · Finance & Accounting
EmailPhone
Showing 6 of 9 verified contacts
Top roles at Cornerstone Wealth Management
8 distinct titles indexed · top 8 shown.
- 1chief compliance officer
- 1director of financial planning
- 1director of wealth management
- 1investment associate
- 1paraplanner
- 1president
- 1president owner investment advisor representative
- 1vice president
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