Your Partners in Financial Success
CPW is an independent financial firm dedicated to empowering you to achieve your financial goals. We build lasting relationships based on trust and a deep understanding of your aspirations. Our mission is to provide personalized guidance and comprehensive solutions for a life of financial security, purpose, and balance.
Why Choose Us
True wealth encompasses your personal goals and well-being, not just financial assets. We combine financial expertise with a disciplined, long-term approach, proactive partnership, and personalized education. Our team of seasoned professionals is committed to exceptional service, insightful guidance, and innovative strategies. Integrity, transparency, and a client-first approach are our cornerstones.
Partnering for Your Success
CPW partners with industry leaders like Goldman Sachs, Schwab, and Fidelity to provide you with a distinct advantage. These collaborations give you access to world-class resources, secure asset management, and a broad range of investment opportunities, enabling us to create a truly personalized financial plan.
Brett Hina CRPS®, CIMA®, CPWA®
Managing Partner | Private Wealth Advisor
With three decades of investment experience, Brett Hina is the managing director, where he has been a pivotal force for the past 20 years. He specializes in serving high-net-worth clients, business owners, retirees, and successful...
Timothy Seeger
Partner | Senior Managing Director
timothy.seeger@cornerstonepw.com
With over 28 years of experience, Timothy Seeger has built his practice around a simple yet powerful philosophy: plan for life’s expected and unexpected events, and you’ll create more confidence, control, and freedom along the way....
Daniel J. Lesneski CFP®
Partner | Private Wealth Advisor
daniel.lesneski@cornerstonepw.com
With over a decade of experience in the financial services industry, Dan Lesneski helps clients align their financial strategies with their unique values and long-term aspirations. As a Private Wealth Advisor at Cornerstone Private...
Gregory Gottlieb
Partner | Private Wealth Advisor
gregory.gottlieb@cornerstonepw.com
Gregory Gottlieb brings a distinctive client-focused approach and commitment to service excellence as Partner and Private Wealth Advisor of the Cornerstone Group. A graduate of the University of New Hampshire’s Paul College of...
Lisa Ruela
Senior Registered Wealth Associate
With over 25 years of experience in the financial services industry, Lisa Ruela is a dedicated Senior-Registered Client Associate known for her client-focused approach and commitment to exceptional service. As the backbone of the team’s...
Melissa Goldstein
Marketing Director
melissa.goldstein@cornerstonepw.com
With nearly 20 years of media, communications, and brand strategy expertise, Melissa Goldstein has built a career at the intersection of content marketing, social media strategy, and digital engagement. As the founder of her...
Christa Seeger
Director of Client Experience
christa.seeger@cornerstonepw.com
Stephanie Pettersson
Senior Registered Wealth Associate
stephanie.pettersson@cornerstonepw.com
Jackson Ross
Wealth Strategy Analyst
jackson.ross@cornerstonepw.com
Jackson Ross recently graduated from Stockton University with a B.S. in Finance. After eight months of internship experience with UBS, he is excited to begin his first full-time role in the wealth management industry. Jackson is based...
Anthony Lawler
Wealth Strategy Analyst
anthony.lawler@cornerstonepw.com
Anthony Lawler recently graduated from Stockton University with a B.S. in Finance. After eight months of internship experience with UBS, he is excited to begin his first full-time role in the wealth management industry. Anthony lives...
Brandon Hina
Wealth Strategy Analyst
brandon.hina@cornerstonepw.com