Cornerstone Wealth Management

I was managing my own money in my Schwab account and I thought I was doing pretty well. I met with Cornerstone to see if I was missing anything. After hearing their proposal I turned things over to Jammie at Cornerstone and my accounts performed by double with Cornerstone and the proprietary portfolio they set me up with. I wish I would have put my money with them earlier

My parents joined Cornerstone over 20 years ago. My dad was very knowledgeable about the market and did most of his investing through Vanguard on his own. When my dad passed last year my mom and I were a bit lost. He taught me some over the years but I was not comfortable managing their portfolio. We made an appointment with Kyle and it was more than a financial advising session he provided grief counseling. He helped us with updating the trust and making a tax plan. We had weekly appointments and transfer

Awesome investment firm! Very trust worthy & so friendly. Love their professionalism with what to do and advise on best investment strategies! Highly recommend as a local :)

We moved to Nevada from New York after our retirement. We were unhappy with our portfolio and lack of advice from our NY advisors. We attended a seminar with Cornerstone and were blown away by the knowledge and professionalism of everyone in their group. We became clients and have worked primarily with Jammie Avila, but have had dealings with almost everyone in the group. We are confident in their ability to safeguard and grow our life savings and to advise us on the best ways to minimize our tax liabili

Been with Cornerstone for a bit over 2 years. Working with Kyle Kirwan, his guidance and expertise is beyond reproach. He and the team take the time to understand what your current financial position is, what your needs are for the future, then build a model customized for your unique position, as no two people are exactly in the same place in life (age, working/retired, single/married, portfolio value, etc.). They then present you with their recommended model, and review any questions or concerns you ma

I would highly recommend this place! I've been with them about 2 years now. Great team overall! Definitely 5 stars! I personally deal with Kyle Kirwan. He's professional, intelligent, and an extremely nice guy. You can't go wrong with them! Matter of fact I took my best friend to a seminar. Wonderful company!!

We moved from out of state and Kyle Kirwan was recommended to us as we had pensions and life insurance we needed to transfer. He was amazing to work with! We also worked with John and George who were equally as helpful and wonderful. They even caught on error on one of our life policies and have been phenomenal at getting it fixed. Front office staff is also super nice. We'd recommend Cornerstone to anyone!

My husband and I have had funds in the stock market most of our business careers. We got to the point, where both of us wanted and needed to preserve our investments. We wanted solid predictable rates of return. In the three years, we have been with Cornerstone Wealth Management, it has been fabulous for us. Kyle, Jaime, Dan, Anthony and their team are the best. They are a FIVE star company. They have given us confidence and peace of mind for our retirement. It will serve you well to call them.

My wife Renee and I have been clients for the past several months. We are new to Nevada having moved here over a year ago. We knew we needed a local financial planner and were invited to a dinner seminar. From the moment we heard the speaker (Dan) we were hooked! We needed to explore more and attended a meeting with Dan and Jammie at their Henderson office. What he showed us was very impressive. He spent over 2 hours talking with us, and we set up another appointment. At that time, he showed us what he sel

After retiring from Honeywell, I was unsure what to do with my 401K savings. At first I put it in a money market account until I heard Jammie and Kyle on the radio (The Cornerstone Retirement Hour) one morning. I met with them the following week and immediately knew this was the place for me to invest for my future. Their investment strategy made so much sense to me and so far, after a year and a half, my investments are doing great. You aren't only taken care of financially, you become part of the family.

I have had several financial planners since moving to Las Vegas. They all seemed to forget about us after they sold us an investment or were difficult to reach since it was a one man shop. Very happy with these guys (4 partners) and really benefited from the various financial tools they provide. They are not "hard sell" at all and very professional. I now feel part of a family of great planners and will no longer look for any other financial planners in the future.

I am extremely pleased with the service and knowledge I am receiving thus far. In a matter of 3 months, I have already made money and grateful I made this decision! They are thorough, knowledgeable and patient for someone like me who doesn't understand the ins and outs of finance and investments.

Excellent , excellent financial services. I transferred assets over, they are doing great? The knowledge base, the service the fiduciary approach is second to none. Great ! Great!

We met with Kyle Irwin who couldn't have been nicer. He presented us with an investment plan that made sense for retirees. He is extremely knowledgeable when it comes to financial planning.

Best Financial Management Company in Las Vegas! They do everything- Taxes, Estate Planning, Investments, etc. I highly recommend this company!

Very knowledgeable and are helping us build a retirement portfolio that will safely get us where we want to be in 5 years

listens to your needs and diligently works at it till they come up with a solution.