Advisor at Cornerstone Wealth Management LLC
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Firm
Cornerstone Wealth Management LLC
Location
Boston, MA
Credentials
CFA®
Industry experience
23 years
Leslie Nanberg is a CFA charterholder and the sole advisor at Cornerstone Wealth Management LLC in Boston, MA, with 23 years of industry experience. He has led Cornerstone Wealth Management since 2002. Cornerstone Wealth Management offers discretionary portfolio management, retirement plan reviews, and investment advisory consulting to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a tailored investment approach based on macroeconomic and fundamental analysis, supplemented by technical methods, and typically utilizes index mutual funds and ETFs alongside selective active strategies.
Based on Cornerstone Wealth Management LLC
Consulting services fixed fee ranging from $500 to $10,000 depending on scope and complexity
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.35% on incremental assets $3,000,001+: 0.25% on incremental assets
Account minimum: $500,000
Boston, MA
Massachusetts · Texas
Cornerstone Wealth Management LLC
2002 - Present (24 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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