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Cornerstone Wealth Management
Cornerstone Wealth Management: Honest, holistic financial planning with trusted local experts.
5
Business
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Cornerstone Wealth Management: Honest, holistic financial planning with trusted local experts.
Cornerstone Wealth Management in Westlake, OH offers holistic financial planning with honest, actionable guidance. Reviews praise professional, knowledgeable, and friendly staff who tailor plans to individual goals, with access to financial, legal, and healthcare expertise. Clients value local, in-person or remote support, timely follow-through, and a welcoming, family-style approach.
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Tailored strategies to craft actionable plans for your family's financial needs and goals.
Expert management of investment accounts to optimize returns, even in volatile markets.
Holistic retirement solutions supported by professionals with financial, legal, and healthcare backgrounds.
Comprehensive services covering all aspects of financial management for long-term wealth building.
Accessible in-person, phone, or email consultations to address questions big or small with diligence.
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Overall rating
Dave Stainbrook
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.
Tyra Lewis
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.
Chris Klimas
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.
Janice bLAU
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.
Andy Marusa
Nick and Mike are fantastic. Take the time to understand our financial goals and put together a plan to help achieve those goals.
