Cornerstone Private Wealth

Cornerstone Private Wealth is a wealth management firm in Pleasantville, New Jersey, serving individuals, families, retirees, and business owners seeking financial security, growth, and long-term legacy planning. The firm offers personalized financial planning, investment management, retirement strategies, estate planning, and corporate retirement solutions, all designed to align with clients’ unique life goals and values. With a multigenerational team and a commitment to proactive partnership, Cornerstone Private Wealth emphasizes education, transparency, and long-term financial clarity. The firm is recognized for its 5.00 rating, reflecting strong client satisfaction and trust.

The firm’s approach is built on a foundation of personalized education, proactive communication, and deep expertise. Clients benefit from ongoing learning opportunities through webinars and consultations, ensuring they understand their financial journey. The team, led by experienced professionals including Brett Hina, Timothy Seeger, Daniel Lesneski, and Gregory Gottlieb, brings decades of combined experience and specialized credentials such as CRPS®, CIMA®, CPWA®, and CFP®. Cornerstone Private Wealth partners with industry leaders like Goldman Sachs, Fidelity, and Schwab to provide secure asset management and broad investment access, enabling tailored, resilient financial strategies.

Located at 1555 Zion Road in Northfield, New Jersey, the firm operates from Suite 202 within a commercial building on a major thoroughfare. The address is shared with offices in Philadelphia and Radnor, supporting a regional presence while maintaining a focused local service area. The firm’s website is well-structured and optimized, offering clear navigation and comprehensive information, which enhances accessibility and trust for prospective clients.

Cornerstone Private Wealth stands out for its thorough, well-documented online presence and its ability to deliver consistent, client-centered service across multiple financial disciplines. The firm’s reputation for integrity, long-term planning, and deep expertise has established it as a trusted partner in the region. Its multigenerational team and commitment to holistic financial well-being reinforce its standing as a leading wealth management firm in southern New Jersey.