Cornerstone Financial SLTS

Our Vision: Building Your Financial Future

Cornerstone Financial Solutions stands as a trusted partner, guiding individuals on their financial journeys towards achieving greater possibilities. Founded with the belief that everyone deserves a solid foundation for the future, we empower our clients to pursue greater dreams, build a secure future, and achieve financial success.

Who We Are

Founded by experienced financial advisor Gordon Wollman, Cornerstone Financial Solutions draws on a rich understanding of financial planning and wealth management to provide personalized guidance and services. Our team of experts combines knowledge, skill, and dedication to deliver a comprehensive and holistic planning approach tailored to your unique circumstances.

Our Approach: The Cornerstone Experience

We believe in a collaborative and personalized approach to wealth management, which we call The Cornerstone Experience. We take the time to understand your individual goals, concerns, and aspirations to create a tailor-made financial plan that aligns with your life stages, aspirations, and financial circumstances.

Our Services

Our comprehensive services cover every aspect of your financial life, including:

• Financial Planning: Defining your financial goals, assessing your financial health, and creating a personalized plan to achieve them.
• Retirement Planning: Optimizing your retirement accounts, plans for a comfortable post-career life, and minimizing taxes.
• Investment Management: Customized portfolio management based on your individual goals and risk tolerance.
• Tax Planning: Strategies to reduce your tax burden and maximize your savings.
• Estate Planning: Ensuring your assets are protected and your wishes are honored after your passing.

Our Clients

We proudly serve two distinct groups:

• Successful Professionals: Individuals nearing or in retirement who are seeking guidance to maximize their wealth and achieve their financial goals.
• Women and Wealth: Women who are taking control of their financial destinies and planning for the future.

Join Us on Your Journey to Financial Success

If you're ready to build a solid financial foundation and achieve greater financial possibilities, contact Cornerstone Financial Solutions today. We are committed to partnering with you on your journey to financial success.