Services Offered
Personalized Financial Planning
Tailored strategies to craft actionable plans for your family's financial needs and goals.
Investment Management
Expert management of investment accounts to optimize returns, even in volatile markets.
Retirement Planning
Holistic retirement solutions supported by professionals with financial, legal, and healthcare backgrounds.
Wealth Management
Comprehensive services covering all aspects of financial management for long-term wealth building.
Consultation and Guidance
Accessible in-person, phone, or email consultations to address questions big or small with diligence.
Reviews
5(5 reviews)
Rating Distribution
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Dave Stainbrook
via Google
about 2 years ago
We enjoy working with Cornerstone Wealth Management because from top to bottom they are very professional, knowledgeable, and friendly. It was important to us to choose a firm local to Cleveland that offered a variety of solutions and services. We appreciate that they have professionals available with financial, legal, and healthcare backgrounds to support the whole process of financial management and retirement. No question is too big or small, with CWM staff easily available in-person, by phone, or email. If you're looking for a firm that treats you like they would their own family members, it's Cornerstone Wealth Management.
T
Tyra Lewisvia Google
about 2 years ago
I was able to speak with Mike during my consult. He was an excellent resource! Although his company is not the direction I went with, he was able to guide me to the correct financial resources for my specific situation. Thank you so much Mike! I hope to get to work with you in the future.
C
Chris Klimasvia Google
about 2 years ago
I recently transitioned to Cornerstone and have been extremely satisfied with the results. Mike and Nick took the time to understand the needs of my family and helped craft an actionable plan. I feel confident in the advice that has been provided and the timely follow-through. I would highly recommend Cornerstone to anyone looking to develop a holistic financial plan presented in an honest and easy to understand manner.
J
Janice bLAUvia Google
about 2 years ago
I have been a client of Cornerstone Wealth Management for many years. My account has done extremely well even in years that the market did not. The financial planners are very knowledgeable and diligent. I have referred many people to Cornerstone and they were pleased with their results. I am looking forward to many more years with their help.
A
Andy Marusavia Google
about 2 years ago
Nick and Mike are fantastic. Take the time to understand our financial goals and put together a plan to help achieve those goals.
