Cornerstone Wealth Management

Building Strong Foundations for Your Financial Future

FINANCIAL SERVICES | LAS VEGAS, NV

At Cornerstone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of financial services professionals helps Las Vegas residents create a well-thought-out strategy. We use a variety of investments and insurance products and services, to help you address your financial needs and concerns.

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Cornerstone Wealth

Construct Your Financial Plan with Cornerstone

Cornerstone Wealth Management works with each client to help them create and execute sound financial recommendations, based on their unique needs, to help them pursue their financial goals.

Seeking Asset Protection

Preserve your wealth. We work with you to work towards financial independence and seeking protection against risks, safeguarding what’s important to you.

Tax Planning

Optimize finances through expert tax planning services, minimizing liabilities, maximizing returns, and securing financial stability for a prosperous future. 

Passive real estate investing

Explore passive real estate investing services for hassle-free income. Diversify your portfolio, gain returns without active involvement, and aim to build wealth.

401(K) Rollover

Seamlessly transition retirement savings with our 401k rollover services, ensuring smooth movement of funds while optimizing investment options and tax advantages.

Annuities

We offer a range of annuity solutions designed to prepare your financial future. Our diversified options offer tailored solutions, allowing you to confidently navigate life’s milestones.

Retirement Planning

Craft a confident retirement with our planning services. Tailored strategies aim for financial stability, covering savings, investments, and lifestyle goals for a fulfilling future.

Life Insurance

Life insurance offers varied benefits. Your unique needs determine the ideal plan. Trust our Las Vegas experts at Cornerstone Wealth Management for tailored guidance.

Senior Insurance

Experience assurance with senior life insurance. Custom plans ensure financial independence for loved ones, supported by manageable premiums.

Jammie Avila

Managing Partner/Co-Founder

Kyle Kirwan

Partner/Co-Founder

Daniel Mann

Partner/Co-Founder

Anthony Napolitano

Partner

Rachael Orozco

Director of Marketing

Nessa Rodriguez

Assistant Director of Marketing

Colin Peltier

Assistant Director of Marketing

Kelly Allam

Director of New Business

Vanessa Medina

Director of Client Services

George Rodriguez

Director of Client Services

Bill Drayer

Director of First Impressions

Stacey Warner

Director of Client Relations

Margie Vander Waal

Director of Client Relations

Jeremy Lyons

Insurance Professional

John Underwood

Client Servicing Advisor

Kim Dang

Director of Office Management

Christopher Pepper, E.A.

Tax Advisor

Meet the Cornerstone Team

Our experienced team at Cornerstone Wealth Management is dedicated to helping you achieve your financial goals and prepare your future.

Educational Resources

Explore into our financial blog to discover valuable insights, practical tips, and professional perspectives on effective financial management. Our goal is to equip you with the information and resources you need to make informed decisions and improve your financial well-being

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Unlock Powerful Retirement Planning Strategies to Help You Thrive in Our New Economy

One of the most common financial concerns for those preparing for retirement is if they will have enough money to last them the rest of their lives. If you’re at or near retirement, you may find one of our financial workshops helpful in addressing these concerns so that you can feel more confident in your retirement plan.

Wondering if your current investment strategy matches your risk tolerance?

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

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Schedule a Call

Ready to take control of your financial future? Schedule a call with Cornerstone Wealth Management today.

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

Addressing Market Volatility in Today's World
READ OUR LATEST GUIDE

Addressing Market Volatility in Today's World

Planning for retirement is never a “set it and forget it” task. There are unexpected disasters, market drops, and changing laws that could cause retirees to reevaluate their financial situation. Ultimately, there’s no way to predict everything that will cause market downturns. However, you can prepare yourself for one by having a solid financial strategy in place.

What to Consider in Your Charitable Giving Plan
READ OUR LATEST GUIDE

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

The Importance of Designating Beneficiaries
READ OUR LATEST GUIDE

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Managing Inflation in Retirement
READ OUR LATEST GUIDE

Managing Inflation in Retirement

You may have noticed that the things you buy regularly have become more costly, and you may be pondering if inflation will stay high. For individuals close to retirement or already retired, it is essential to take measures to protect themselves from the eroding effects of inflation.

Birthdays Over 50 Worth Celebrating
READ OUR LATEST GUIDE

Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

The Fundamentals of Estate Planning
READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based on a judge’s ruling, rather than on your personal wishes.

The Birth of a Grandchild
READ OUR LATEST GUIDE

The Birth of a Grandchild

Congratulations! The arrival of a grandchild is always an exciting time. Since many grandparents wish to assist in covering their grandchildren’s future financial needs, it’s also a good time to consider financial preparations for the future. If you hope to provide funds to your grandchildren, both 529 plans and trusts are beneficial options.

Cornerstone Wealth

WELCOME TO OUR NEW SITE

We've Made Some Big Changes

We’re delighted to introduce our new and improved online space tailored to elevate your online experience.

If you have any thoughts, questions, or if you’d like to schedule a consultation drop us a line. Your insights help us refine our services.

Making the Transition to Retired Life
READ OUR LATEST GUIDE

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

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