Research and our experience has given us four truths about investors:
At Cornerstone Wealth Management in Rochester, we are changing that. Our clients are empowered because our mission is simple. We provide our clients reliable guidance to pursue their financial well-being in a relationship that is boldly transparent.
Managing Partner, Private Wealth Manage
From the beginning, Kelly Olczak, Founder, Managing Partner and Private Wealth Manager, CFP® at Rochester Cornerstone Wealth Management (CWM), had a vision. She wanted to be part of a wealth management firm defined by its expertise, integrity, and genuine warmth.
Private Wealth Manager
It’s one thing to read about your financial manager’s extensive training and expertise. But it’s quite another to maintain confidence through the challenges and turbulence that are so common in our modern society.
Chief Marketing Officer
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Walk into Rochester Cornerstone Wealth Management and you are immediately in good hands. Greeting clients with a smile and more than 30 years of experience across an array of fields is Kathy Sengupta, Operations Manager at Rochester’s Cornerstone Wealth Management.