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.


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Our Services


Wealth Management

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.

Financial Planning

Cornerstone Wealth Management’s financial planning services help individuals identify the strengths and weaknesses of their current & future financial picture.

Business Solutions

Often times business owners are too absorbed in their business to tend to their own financial needs, and they may also overlook key planning considerations that could help their business grow and prosper.


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Why should I consider using a Fee-Only, Registered Investment Advisor?

Fee-Only Registered Investment Advisors have a fiduciary responsibility to choose investments that are in your best interest.

What is the Fiduciary Standard?

Registered Investment Advisors are bound to a fiduciary standard that was established as part of the Investment Advisers Act of 1940, which hold advisors to a standard that requires them to act and to provide advice only in their client's best interests.

Who is Charles Schwab & Co.?

Charles Schwab is our firm's custodian who provides research, trading functions, technology, and various other investment operations.

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How to Choose a Financial Advisor?

Fee-Only, Fiduciary, Independent Advisors