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David (Dave) A. Gomersall, CPA earned his B.S. in Business Administration from Cleveland State University, and holds certificates of educational achievement in Taxation and in Financial Planning from the American Institute of Certified Public Accountants. In 1963 Dave founded an accounting and tax practice that, over the following four decades, grew to serve over 1,000 clients. As an outgrowth of his accounting practice, Dave founded Cornerstone Wealth Management in 1996 to assist clients in their quest to fulfill their long-term financial objectives. We met recently with Dave, Nick Dionisos, CPA, and Jennifer Bachouros, CFP®, and listened as they provided this overview of Cornerstone Wealth Management's services;
Cornerstone Wealth Management is a fee-based financial planning firm focused on viewing clients' financial picture from a variety of different perspectives, including investment performance, tax efficiency and wealth preservation and/or transfer. We assist our clients with needs ranging from asset and wealth management to retirement planning, tax and estate planning, employee retirement plans, and education planning. Each of our clients has their own individual investment goals and objectives, and we customize our recommendations to specifically address their distinctive situations and risk tolerance levels.
Although we do not provide accounting services, our combined half-century of accountancy experience brings extra breadth and depth to your investment game plan. We believe that flexibility and teamwork in partnering with other professional service providers are an important key to creating a comprehensive financial and wealth management strategy. Cornerstone Wealth Management has two Certified Public Accountants and a Certified Financial Planner™ in-house providing clients with attention to detail, impartial advice, and a commission-free compensation structure.
Unlike a brokerage firm, we do not sell products. Instead, we strive to monitor your investments and protect their value by designing a portfolio that is custom tailored to your individual risk tolerance level. As fee-based advisors, we are on the same side of the table as you, and have a fiduciary duty to only recommend products that will help you accomplish your long-term financial objectives.
Cornerstone Wealth Management will provide thoughtful advice and counsel as they take a fresh look at your assets and your financial and family goals. Call Cornerstone Wealth Management today, and don't forget to tell them The North Olmsted, Ohio Community Advocate
sent you!
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