Meet The Team 

Cornerstone team picture in front of office, best in state award

2025 Outlook: Charting the economy’s next chapter

Wells Fargo Investment Institute shares potential investment opportunities and risks for 2025 and beyond.

Forbes Best-in-State Wealth Management Teams

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). See Disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm
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About Us

We aspire to be the most highly regarded team of financial professionals in the Rochester community, where we have established thorough wealth planning services, outstanding investment advice and unparalleled client service. Cornerstone Wealth Management's mission is to forge long-term relationships with our clients that span generations, relationships built on honesty, integrity, and trust. We will work together toward your financial goals utilizing sound advice and exceptional service.
Cornerstone Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DE, FL, GA, IL, MA, MD, MN, MO, NC, ND, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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