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Additional information
 
Cornerstone Wealth Management
 
 
Overview: 

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.
Our Services

You may face several challenges to successfully reaching your goals, such as market volatility and the emotions this unpredictability may cause. And there are the larger economic issues of inflation, low interest rates and high taxes that can create additional challenges.

Most advisors focus on one aspect of a client’s financial picture, such as investments or insurance. However, wealth management is a comprehensive approach to managing your net worth through the coordination of all aspects of your fiscal and legal responsibilities.  Cornerstone Wealth Management combines the in-house experience of investment management, financial planning, and estate planning and tax planning with trusted third parties to provide services in all areas of wealth management.


 
 
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