Cornerstone Wealth Management
A fee-only, investment management & financial planning firm located in Westlake, OH serving clients nationwide.
8 employees · est. 1996 · Westlake, United States
Cornerstone Wealth Management is the older company (1996 vs 2016); Lifeworks Advisors is the larger of the two.
Side-by-Side Comparison
| Metric | Cornerstone Wealth Management | Lifeworks Advisors |
|---|---|---|
| Founded | ||
| Founded | 1996 older | 2016 |
| Headquarters | ||
| Headquarters | Westlake, United States | Kentwood, United States |
| Employees | ||
| Employees | 8 | 34 larger |
| Industry | ||
| Industry | Financial Services | Financial Services, Fintech, Marketing |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Series Unknown |
| Total Funding | ||
| Total Funding | Not tracked yet | $7.55M |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 3 |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Fee-only Financial Planning, Wealth Management, Investment Management, Retirement Planning, Fiduciary Relationship, Independent Wealth Management, Comprehensive Financial Planning, SEC Registered Investment Advisor, Financial Objectives, Generational Wealth, SEC RIA, Financial Advisory, Personal Financial Planning, Business Financial Planning, Multi-generational Financial Planning | Registered Investment Advisor, Wealth Management, Financial Technology, RIA Platform, Digital Ecosystem, Natural Language Processing, Cloud Technology, Financial Planning, Mobile Application, Automated Onboarding, ACH And Credit Card Processing, Performance Reporting, Billing Automation, Two-Factor Authentication |
| Website | ||
| Website | cornerstonewealthmgmt.com | lifeworksadvisors.com |
About Cornerstone Wealth Management
Cornerstone Wealth Management is a fee-only, independent wealth management firm and an SEC Registered Investment Advisor (RIA) based in Westlake, Ohio since 1996. The company prides itself on serving clients nationwide, offering comprehensive financial planning and wealth management services. Their...
About Lifeworks Advisors
Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. Backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders...
We will tell you when either one moves
BounceWatch watches Cornerstone Wealth Management and Lifeworks Advisors for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
Funding, hiring, leadership and stack changes at Cornerstone Wealth Man... and Lifeworks Advisors — by email.
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Related Comparisons
Compiled from the BounceWatch company index. We last looked at Cornerstone Wealth Management on 28 Oct 2024, and Lifeworks Advisors on 20 Dec 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.