About Us

OUR PROCESS

At Cornerstone Wealth Management, we act as your fiduciary in all of the financial areas of your life.  We are committed to thoroughly understanding our clients’ financial needs and circumstances to fulfill this duty and to best serve their interests.

OUR HISTORY

 The foundation of what is today Cornerstone Wealth Management began back in 1963 as a financial accounting and income tax practice in Westlake, Ohio.  The firm served many individuals, business owners, and corporate clients. 

OUR FOUNDER

Dave Gomersall was the founder and long-time president of Cornerstone Wealth Management.   He was a successful business owner, fisherman, hunter, boater, avid traveler and entrepreneur with a lifelong quest for new experiences.

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.

Investments

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.

FAQ

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 Advisors 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 TD Ameritrade Institutional?

TD Ameritrade Institutional is our firm's custodian who provides research, trading functions, technology, and various other investment operations.

Recent Blogs

Informational Videos

 
 
 
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The Very High Cost of Waiting to Save for Retirement

 
 
 
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Why Financial Planning is an Absolute Necessity for Everyone

Fee-Only, Fiduciary, Independent Advisors