Cornerstone Wealth Management

Cornerstone Wealth Management (CRD# 106950) is a financial advisory firm headquartered in Westlake, OH. They manage $164,683,882 in 538 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $306,104
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NH, OH, TX

Financial Advisors at Cornerstone Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Timothy P. Marcinek
CRD#: 5905733
835 Sharon Drive, Suite 280, Westlake, OH 44145
100
Wealthminder
score

Timothy Marcinek (CRD# 5905733) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, Ohio.  He has 20 years of experience in the financial services industry, including the past 13 years working in the wealth management field. 

 

His expertise includes comprehensive financial planning, investment management, income tax planning and preparation, back office operations & workflows, technology planning, and client relationship management.

2
Nick Dionisos
CRD#: 5318879
835 Sharon Drive, Suite 280, Westlake, OH 44145
93
Wealthminder
score

Nick Dionisos (CRD# 5318879) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has over 10 years of experience in the finance industry.

3
David A. Gomersall
CRD#: 4373347
835 Sharon Drive, Suite 280, Westlake, OH 44145
93
Wealthminder
score

David Gomersall (CRD# 4373347) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has over 10 years of experience in the finance industry.

4
Christina E. Kyrkos
CRD#: 5169784
835 Sharon Drive, Suite 280, Westlake, OH 44145
87
Wealthminder
score

Christina Kyrkos (CRD# 5169784) is an Investment Advisor Representative working at Cornerstone Wealth Management in Westlake, OH and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.