Kornerstone Wealth Management

WEALTH REDEFINED WITH CLARITY AND PURPOSE

First, I am so happy you have found us.

This is a comfortable place to learn about Wealth Redefined with Clarity and Purpose.

At Kornerstone Wealth, we understand that money management is challenging even for successful people. We create financial solutions and provide an extraordinary amount of personal service no matter what your profile as an investor may be.

We have created a comprehensive wealth management experience that is built on the foundation of a comprehensive approach to Financial Planning and Wealth Management with Clarity and Purpose.

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Who we serve

Kornerstone Wealth Management is a boutique, holistic financial planning firm specializing in comprehensive financial planning and investment planning for Savvy Smart Professional Women, Pre-and-Post Retirees and financially savvy women experiencing life transitions due to the death of a loved one, divorce, single by choice, the sale of a business or suddenly wealthy. These women all share a strong desire to live their best life intentionally designed on purpose by incorporating Purposeful Financial Planning and Wealth Management intentionally designed.

Savvy Smart Busy Professional Women

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Pre-and-Post Retirees

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Women in Transition - Widowed, Divorced, Suddenly Wealthy or Single By Choice

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CORPORATE FINANCIAL WELLNESS

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My Dream!

"My dream was to create a firm where everyday women could come and get objective, simple and affordable financial advice with the goal of achieving 'True Wealth' with clarity and simplicity - Wealth Redefined on Purpose"

~~ Bernice (Valrey) Rolle-Lewis ~~

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation.

Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations. Our goal is to build a trusting relationship.

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More than a Financial Planning firm

Kornerstone Wealth premier distinctive difference is our Purposeful Financial Planning and Wealth Management approach. We create an environment to successfully work intergenerational with all our client’s family members.

We teach clients how to manage their money with clarity and purpose.

We teach our clients how to save, plan, invest and retire successfully and leave a legacy for future generations.

We are based in South Florida - Fort Lauderdale-Weston, Florida and work with clients in person and virtually around the country

What you can expect from Kornerstone?

You can expect to experience our holistic and comprehensive oriented approach to managing wealth;

High touch, Personalized Services.
Ongoing live Women’s Enrichment Series of Educational events about Money Mindset, Investing, Portfolio Management, Financially SMART Money Management Classes, Monthly and Quarterly Reports, Webinars and more.
A Personalized Purpose-Driven Financial Plan and Portfolio created for you once we have listened carefully to better understand you and your family values, expectations, goals, and feelings about financial risk.
The Legacy Conversation to help you plan and leave a lifelong family legacy.

Are YOU ready to take-action today?

We invite you to contact us today for a 60 minute, no-cost, no-obligation “Get-Acquainted Discovery Session” to explore how we can help you define what true financial freedom means to you. Let us coach and guide you to live the life of your dreams with clarity and purpose.

Thank you for taking the time to learn more about our firm and we look forward to getting to visit with you soon.

Many Blessings xoxo

Bernice

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