The Team

Cornerstone Wealth Management
Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Our Advisors

Jared Cohen

Jared Cohen

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Family Finances

Education

University of Maryland, College Park: Bachelor of Science
CA Insurance #0E68816

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Daniel O'Shea

Daniel O'Shea

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Small Business
  • Investment Management

Education

B.S. Biology, B.A. Economics, Binghamton University, Binghamton, NY

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Jonathan Delo

Jonathan Delo

Associate Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Domestic Partner Planning
  • Estate Planning Strategies
CA Insurance #0L45731

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Joseph Madio

Joseph Madio

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education

Education

University of Suny Delhi 1993-1995, University of Suny Buffalo 1995-1997, Mercy College 2005

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Jason Savey

Jason Savey

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

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Alan Tocman

Alan Tocman

Financial Advisor

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Designations

MBA, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies

Education

Master of Business Administration:Fordham University

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Our Staff

Michelle Whiton

Michelle Whiton

Client Relationship Manager

Executive Assistant
Ann Clark

Ann Clark

Client Relationship Manager

Irene Blasetti

Irene Blasetti

Client Relationship Manager

Robert C. Hill

Robert C. Hill

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