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 9 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 9 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 1 year of experience in the finance industry.

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