Cornerstone Private Wealth

Cornerstone Private Wealth is a wealth management firm in Pleasantville, NJ, located at 1555 Zion Rd. This independent financial firm partners with individuals, families, retirees, and business owners to build financial security and achieve their goals. The team offers personalized financial planning, education, investment management, and retirement strategies. Services include goal planning, comprehensive financial planning, investment management, corporate retirement plans, retirement planning, and estate planning. The firm holds a 5.00 rating based on customer reviews.

Cornerstone Private Wealth serves clients through a multigenerational team that provides proactive partnership and personalized education. The firm partners with Goldman Sachs, Schwab, and Fidelity to provide access to secure asset management and investment opportunities. The team includes Brett Hina, CRPS®, CIMA®, CPWA®, Managing Partner and Private Wealth Advisor, who has three decades of investment experience and has been a pivotal force for the past 20 years. Timothy Seeger, Partner and Senior Managing Director, brings over 28 years of experience and focuses on planning for expected and unexpected events. Daniel J. Lesneski, CFP®, Partner and Private Wealth Advisor, has over a decade of experience and helps clients align financial strategies with unique values. Gregory Gottlieb, Partner and Private Wealth Advisor, is also part of the team. The firm operates offices in Northfield, NJ, Philadelphia, PA, and Radnor, PA, with hours from 8:00 AM to 5:00 PM, Monday through Sunday.

The firm’s approach combines deep financial knowledge with a disciplined, long-term strategy. They provide holistic guidance that extends beyond investments, addressing family finances, education planning, and life transitions. The team is committed to exceptional service, insightful guidance, and innovative strategies. Integrity, transparency, and a client-first approach are central to their operations.

Cornerstone Private Wealth is recognized for its positive rating from customers who have reviewed it. The firm is known for its independent status and its ability to create truly personalized financial plans through partnerships with industry leaders.

Cornerstone Private Wealth brings its independent wealth management expertise and multigenerational perspective to clients in Pleasantville, NJ.

BizScoreAI gives Cornerstone Private Wealth a Technical score of 88 out of 100, which ensures the website is technically sound, secure, and indexable so search engines can read it without errors. The firm also achieves a Discoverability score of 75 out of 100, confirming that AI crawlers are allowed access to every page of the site. This accessibility serves as the first step before any AI assistant can recommend the business to potential clients.