Our team is composed of established, seasoned professionals who have an average of 15 years of professional investment experience. Advisors associated with Cornerstone Wealth Management are independent but part of a collaborative community, so our clients benefit from the collective knowledge of our many advisors.
We are committed to clear guidance, straightforward communication and transparent fees, so you understand the strategies we use and can feel confident that you're headed toward your goals. Our relationships with clients are built on trust, so we can fully understand your financial situation and help bring clarity to your financial future.
To find an advisor in your area, use our Find an Advisor page.
Executive Management Team
Managing Partner & Co-Founder
Principal & Co-Founder
Director of Business Development
Managing Director - Recruiting
Chief Operations Officer
Director of Wealth Enhancement Strategies
Director of Advisor Development
EVP, Head of Growth Initiatives
Chief Compliance Officer
Client Services Specialist
Client Services Manager
Chief Operating Officer
Director of First Impressions
Branch Operations Associate
Portfolio Manager, LPL Operations Manager
Co-Portfolio Manager, LPL Operations Manager
Advisor Services Associate