What departments does Cornerstone Wealth Management have?

Cornerstone Wealth Management has employees across 5 departments including Finance, Business, Banking, Marketing, Customer Success.

What is the largest department at Cornerstone Wealth Management?

The largest department at Cornerstone Wealth Management is Banking with 2 employees.

Where are Cornerstone Wealth Management employees located globally?

Cornerstone Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Cornerstone Wealth Management's team size changed over time?

Cornerstone Wealth Management's team has decreased from approximately 9 to 7 employees based on available data.

Cornerstone Wealth Management Employee Directory

Investment ManagementOhio, United States11-50 Employees

Cornerstone Wealth Management operates as a fee-only, independent wealth management firm that is registered as an SEC-Registered Investment Advisor. Based in Westlake, Ohio, in the Cleveland metropolitan area, it offers comprehensive financial planning and wealth management services. The firm prioritizes fiduciary, independent guidance to help clients achieve personal and business financial objectives and to lay a secure foundation for future generations.

Its client base comprises individuals and families seeking objective, long-term planning rather than transactional advice. In 2022, Planify Group partnered with Cornerstone Wealth Management and aligned with LPL Financial's platforms, reflecting collaboration within a broader advisory network.

Cornerstone Wealth Management Global Highlights

North America
23

United States Of America
23

Cornerstone Wealth Management's Leadership

G. K.
President
Mobile Phone
Email
M. R.
Co-Owner
Mobile Phone
Email
C. B. C.
Cfp , Private Wealth Manager
Mobile Phone
Email
S. P.
Vice President
Mobile Phone
Email
K. A.
Director Of New Business Securities
Mobile Phone
Email
A. Z.
Administrative Assistance
Mobile Phone
Email
J. W.
Financial Advisor
Mobile Phone
Email
M. R.
Investment Associate
Mobile Phone
Email

Cornerstone Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Accounting
Administrative
Other

Contact profiles from Cornerstone Wealth Management

Name

Title

Contact Info

Location

Last Update

G. K.
President
Mobile Phone
Email
Oct 24, 2024
M. R.
Co-Owner
Mobile Phone
Email
Oct 22, 2024
C. B. C.
Cfp , Private Wealth Manager
Mobile Phone
Email
Oct 23, 2024
S. P.
Vice President
Mobile Phone
Email
Oct 18, 2024
K. A.
Director Of New Business Securities
Mobile Phone
Email
Oct 23, 2024
A. Z.
Administrative Assistance
Mobile Phone
Email
Oct 23, 2024
J. W.
Financial Advisor
Mobile Phone
Email
Oct 17, 2024
M. R.
Investment Associate
Mobile Phone
Email
Oct 16, 2024
N. W.
Marketing Coordinator
Mobile Phone
Email
Oct 21, 2024
R. G.
Financial Planner
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Cornerstone Wealth Management known for?

Cornerstone Wealth Management was founded in 1996 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-888-993-****

. Explore Cornerstone Wealth Management's company overview page for more information.

What is Cornerstone Wealth Management's most common email format?

Cornerstone Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cornerstone Wealth Management email formats with LeadIQ.

How many employees does Cornerstone Wealth Management have currently?

Cornerstone Wealth Management has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Cornerstone Wealth Management's key employees and leadership?

As of August 2026, Cornerstone Wealth Management's key employees include:

President: G. K.
Co-Owner: M. R.
Cfp , Private Wealth Manager: C. B. C.
Vice President: S. P.
Director Of New Business Securities: K. A.

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Cornerstone Wealth Management Employee Directory

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Cornerstone Wealth Management Global Highlights

North America
23

Cornerstone Wealth Management's Leadership

Cornerstone Wealth Management Employee Metrics

Contact profiles from Cornerstone Wealth Management

Frequently Asked Questions

What is Cornerstone Wealth Management known for?

What is Cornerstone Wealth Management's most common email format?

How many employees does Cornerstone Wealth Management have currently?

Who are Cornerstone Wealth Management's key employees and leadership?

Everything for prospecting,
in one platform.

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Cornerstone Wealth Management Employee Directory

Find Cornerstone Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Cornerstone Wealth Management Global Highlights

North America23

Cornerstone Wealth Management's Leadership

Cornerstone Wealth Management Employee Metrics

Contact profiles from Cornerstone Wealth Management

Frequently Asked Questions

What is Cornerstone Wealth Management known for?

What is Cornerstone Wealth Management's most common email format?

How many employees does Cornerstone Wealth Management have currently?

Who are Cornerstone Wealth Management's key employees and leadership?

Everything for prospecting,in one platform.

What you can expect from LeadIQ:

Ready to create more pipeline?

North America
23

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