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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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2nd Quarter - 2016

 

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Meet the individuals who are committed to those they serve & advise.

 

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Providing independent, unbiased, investment advice & financial planning is at the core of our services.

 

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Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs.

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DISCLAIMER:  THERE CAN BE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE.
 
Cornerstone Wealth Management (CWM) is a Security & Exchange Commission (SEC) registered investment adviser, doing business in Ohio.  Information relating to securities is intended for use by individuals residing in states in which the investment advisor representative has received licensure or is otherwise exempt from filing status.  This site does not constitute a complete description of our investment services and is for informational purposes only. 
 
Nothing on the CWM website should be construed as a solicitation, offer or recommendation, to acquire or dispose of any investment or to engage in any other transaction.  We do not render or offer to render personalized investment advice or financial planning advice through our website.  Advice can only be given after delivery of our Disclosure Document and execution of an investment advisory agreement by the client and CWM.
 
Information throughout this internet site, whether investment specific, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.  The information and opinions contained in this website are provided by CWM for personal use and informational purposes only and are subject to change without notice.  Nothing contained on this website constitutes investment, financial, legal, tax or other advice or is to be relied on in making an investment or other decision.  Nothing on this site should be interpreted to state or imply that past results are an indication of future performance.
 

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