Cornerstone Wealth Management is a fee-only, financial planning & investment management Registered Investment Advisor (RIA). We provide comprehensive financial planning, retirement planning, and ongoing investment management. Located in Westlake, Ohio - we serve clients throughout Cleveland and the rest of Northeast Ohio and across the country.
Cornerstone Wealth Management acts as your family's CFO and coordinates all of the moving parts of your financial life, working in partnership with your team of advisors & other experts that you trust in handling your various affairs. Cornerstone Wealth Management provides investment advisory services to individuals, businesses, trusts, and retirement plans.
Cornerstone Wealth Management acts as your family's CFO and coordinates all of the moving parts of your financial life, working in partnership with your team of advisors & other experts that you trust in handling your various affairs. Cornerstone Wealth Management provides investment advisory services to individuals, businesses, trusts, and retirement plans.
Services
The foundation of what is today Cornerstone Wealth Management began back in 1963 when David Gomersall created a financial accounting and income tax practice in Westlake, Ohio. He served many individuals, business owners, and corporate clients. As his CPA practice grew and matured, the firm's clients accumulated wealth and investible assets and needed a high level of investment management and financial planning.
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client's trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
At Cornerstone Wealth Management, we act as your fiduciary in all of the financial areas of your life. Our advisors are committed to thoroughly understanding our clients' financial needs and circumstances to fulfill this duty and to best serve their interests. Although each client is unique in their planning needs, we follow a structured process to develop and deploy a customized plan to address all of their planning needs.
Cornerstone Wealth Management acts as your family's CFO and coordinates all of the moving parts of your financial life, working in partnership with your team of advisors & other experts that you trust in handling your various affairs. Our Wealth Management Services create a comprehensive approach to managing a family's accumulated wealth.
Cornerstone Wealth Management provides investment advisory services to individuals, businesses, trusts, and retirement plans. Client portfolios are constructed through the ongoing purchase and sale of individual stocks, mutual funds, exchange-traded funds, certificates of deposit, municipal and corporate debt securities, and U.S. government securities.
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