Cornerstone Wealth Management

At Cornerstone Wealth Management, we understand that financial planning and investment management can be overwhelming and complex. That's why we're committed to providing personalized, fee-only financial planning and investment services to individuals, families, and businesses. Our experienced team of financial professionals works closely with clients to develop personalized plans tailored to their unique needs and goals.

Our Philosophy

At Cornerstone Wealth Management, we believe that financial planning and investment management should be tailored to each client's unique circumstances. We take the time to understand your financial goals, risk tolerance, and investment objectives to create a comprehensive financial plan that aligns with your values, priorities, and aspirations. Our expert team of financial professionals, led by President Nick Dionisos, CPA, and Vice President Michael Kelley II, CFP, are dedicated to providing exceptional service, expert guidance, and personalized attention to every client.

Our Services

Wealth Management: Cornerstone Wealth Management acts as your family's chief financial officer, coordinating all aspects of your financial life, including investment management, retirement planning, and insurance planning. We work closely with your team of advisors and other experts to ensure that all your financial goals are aligned and working together seamlessly.

Investments: Our investment advisory services are designed to help individuals and businesses achieve their long-term financial goals. We provide ongoing investment management, portfolio rebalancing, and strategic planning to ensure that your investments remain aligned with your goals and risk tolerance.

Financial Planning: Cornerstone Wealth Management's financial planning services help individuals identify the strengths and weaknesses of their current and future financial picture. Our experienced financial planners work with clients to develop personalized financial plans, including budgeting, cash flow management, and long-term planning.

Business Solutions: Many business owners are too busy running their businesses to focus on their own financial planning. At Cornerstone Wealth Management, we understand the unique financial challenges faced by entrepreneurs and small business owners. Our experienced team of financial professionals provides expert guidance on business planning, succession planning, and cash flow management to ensure that your business and personal finances are aligned and working together seamlessly.

Expertise and Experience

Our team of skilled and experienced financial professionals includes Charles Dionisos, CPA, CFP; Michael Kelley II, CFP; Christina Kyrkos Fanourakis, MBA, CFP; Nicholas M. Kaplan, CPA, CFP; and Megan Wells, Investment Associate. Each member of our team is committed to providing exceptional service, expert guidance, and personalized attention to every client.

Conclusion

At Cornerstone Wealth Management, we're dedicated to helping individuals, families, and businesses achieve their financial goals through personalized, fee-only financial planning and investment services. We take the time to understand our clients' unique circumstances and develop comprehensive financial plans tailored to their specific needs and goals. Our experienced team of financial professionals is committed to providing exceptional service, expert guidance, and personalized attention to every client. Contact us today to schedule a consultation and take the first step towards achieving your financial aspirations.