Cornerstone Wealth Management, located in Philadelphia, PA, is a highly credentialed team of advisors with decades of experience in providing insight-based financial advice. They specialize in helping working professionals, successful executives, business owners, and multigenerational families navigate the complexities of the global economy to meet their financial goals. With a focus on financial planning and a commitment to quality client service, Cornerstone Wealth Management offers customized strategies to unlock opportunities, preserve wealth, and create continuity for their clients.
Led by Senior Vice Presidents Brett Hina and Daniel Gottlieb, the team at Cornerstone Wealth Management brings a wealth of industry knowledge and expertise to their clients. They offer a range of services including retirement planning, estate planning strategies, investment management, and 401(k) plan services. Recognized for their commitment to their clients, Brett Hina has been named a Forbes Best-in-state wealth advisor multiple times, while Daniel Gottlieb specializes in providing investment and wealth management consulting services to Ultra High Net Worth families, senior executives, and founders of public and private companies.
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