Our Process

Our Process





  1. ESTABLISH – We will meet with you to discuss your goals and objectives, and to introduce you to CWM’s approach to investment management and financial planning.  Together, we will define the scope of our engagement and discuss the services to be provided to you as a client of CWM.


  3. DISCOVER – Once you have decided to work with us, we will assist you with gathering all of the necessary information needed to put your initial financial plan together.  This will involve the completion of a Data Gathering Questionnaire and a checklist of items to provide to us.


  1. DEVELOP – Our team will use the information  provided to take a comprehensive look at your current financial picture and  craft a financial plan that is customized to your and your family’s needs.


  1. DISCUSS Your customized plan will be presented to you in a face-to-face meeting where we will explain our findings and discuss our recommendations with you.  We will also gather any feedback you may have and will make adjustments to your plan to illustrate different scenarios based on your feedback.


  1. IMPLEMENT – We will assist you with putting your plan into action, including opening new investment accounts and facilitating the transfer of assets and/or consolidation of your accounts as applicable.  If your plan recommends that you address the status of your estate planning documents, we can provide references for estate planning attorneys with whom we have worked successfully in the past.  We can also provide references for accountants for tax preparation or planning, and any other professionals that you may need to make your plan a success.  Most importantly, we will work with you at a pace that is comfortable for you.


  1. REVIEW – Our team will monitor your plan and investment accounts regularly.  We will also schedule future meetings or phone conversations to review your accounts and your current financial status and to make any changes necessary to your plan. You will receive regular communications from us, including customized performance statements (in addition to your brokerage statements) and online access to view your accounts at your convenience. We are also available as needed to answer any questions or discuss any concerns you may have.


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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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