Everything Connected. Nothing Overlooked.
Talking to tax, investment, and insurance people separately leaves dangerous gaps. Putting every piece on one table stops things from falling through the cracks.
Your Plan Starts With Your Life
Begin exactly where you are today, addressing your immediate goals or concerns, even if they are difficult to name.
Tools and Thinking to Help You Get Clear
Good choices require clear information. Access straightforward resources and guides to help build a strong financial foundation.
Investing in the Local Community
Real impact starts with showing up in person, supporting neighbors, and building a stronger future through local outreach and community partnerships.
What to Expect
Moving From Financial Guesswork to a Clear Path Forward
Growing a nest egg eventually turns into a stressful second job. Guessing how an investment move today might accidentally trigger a massive tax bill next April creates constant, nagging worry.
Putting investments, tax planning, and real-life timelines on the exact same page changes everything. Looking at choices side-by-side replaces guessing with certainty, showing exactly what move to make next.
Schedule a baseline review to see exactly where things stand and what move to make next.
Why Cornerstone?
Getting the Stress Off Your Plate
Trying to research tax laws on Tuesday and watch the markets on Wednesday turns into an exhausting second job. No one should have to spend their evenings stressed out trying to manage it all alone.
Working with a dedicated team means having professionals look at the whole picture for you.
140+ Years
Combined Experience
Quarterly
Investment Committee Reviews
26 States
Clients Served Nationwide
CFP®
Professional Planning Culture
The People You Care About Deserve This Kind of Clarity
Watching a friend or family member stress over retirement, a business sale, or confusing money decisions is tough.
When someone close is looking for straightforward answers, they can count on a welcoming, confidential conversation that puts their worries first.
Financial Planning Designed to Work Together
Cornerstone builds a flexible roadmap that shifts as life twists and turns, turning hard-earned wealth into something that actively funds a life instead of causing headaches.
the Cornerstone Experience®
A Different Way to Think About What You've Built
Dream
What do you want to achieve with your wealth? Your business? Your life? The first step of the Cornerstone Experience® is to dream bigger.
Build
Coordinating all pieces of your financial life onto a solid foundation ensures nothing falls through the cracks.
Lead
Carrying your dreams forward with clarity gives you the complete freedom to focus on what matters most.
Live Purposefully and Leave Your Legacy
Gordon Wollman
Founder & CEO, CFS Wealth Manager, RJFS
MS-Financial Planning, CFP®, ChFC, CMFC®, ChFEBC®, CRPS®, AWMA®, AAMS®
My name is Gordon Wollman, founder and CEO of Cornerstone Financial Solutions. The inspiration to start Cornerstone happened on my dad’s farm when I began to see the importance of building the right foundation. As a business owner and part of a farming family, I understand what many of our clients, maybe even yourself, are facing when it comes to your financial future. That’s part of our story here – and I’d love to share it with you…
COMMUNITY & IMPACT
Investing in People
client stories
Hear directly from clients who were in the same place you might be right now.
Long-term Financial Planning
When it comes to your financial future, having the right advisor by your side can be a game-changer. With Cornerstone, you’re not just getting personalized attention and unparalleled service, but a partnership with people you like spending time with. Learn how professionalism meets friendship when you work with the Cornerstone team.
CSP #553193 exp. 7.25.25
Embracing the Future with Cornerstone: A Testament of Trust and Care
Partnering with Cornerstone goes beyond traditional financial services. Hear the inspiring message from clients who found not just a financial advisor, but a true partner to help shape their dreams.
CSP #552118 exp. 7.23.29
National Authority. A Legacy of Trusted Guidance.
"Recognition is not the goal, of course. The work is."
Those words from Gordon Wollman say it all. Providing honest, reliable financial help just takes hard work, paying attention to the details, and doing right by people every single day.
Recognition from Barron’s* and Forbes reflects a deep dedication to giving you the clarity and confidence to enjoy the life you have built, while helping secure your financial future for generations to come.
*Barron’s Top 1,200 Financial Advisors: The ranking is based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices. Investment performance is not an explicit criterion. Forbes Best-In-State Wealth Management Teams: The ranking algorithm is based on quality of practice, revenue trends, assets under management, compliance records, and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for these awards. Compensation provided for using the rating. Raymond James is not affiliated with Forbes, Barron's, or Shook Research, LLC.
Resource Center
Straightforward Guides and Tools
Skip the confusing internet searches. Explore clear, helpful videos, and straightforward guides built directly by professionals to help answer everyday financial questions.