Cornerstone NFP

Wealth Management for Not-For-Profits

Cornerstone NFP is a division of Cornerstone Capital specializing in wealth management services for not-for-profit organizations. We provide responsive investment strategies based on trust, service and results that can help your organization succeed in reaching its financial goals. Our services include:

  • Development and execution of investment policy statements
  • Strategies for portfolio protection, income and growth
  • Assistance with cash flow needs

Wealth Management for Not-for-ProfitsOur not-for-profit clients include:

  • Cemeteries
  • Family Foundations
  • Ministries
  • Charities
  • Colleges & Universities
  • Service Societies
  • Maintenance Funds

Our managing partners, Joseph M. Ervolina, CWS® and Robert C. Meissner, III, CWS® have extensive expertise and experience in assisting not-for-profits and are always available to assist you, answer your questions and discuss your needs.

Joseph M. Ervolina, CWS®
Joseph M. Ervolina

Robert C. Meissner III, CWS®
Robert C. Meissner III

Ask Why Wealth Management for Not-For-Profits Speak to an Advisor

 
2562 Walden Avenue Suite 101
Cheektowaga, NY 14225
Telephone: 716-651-0416
Fax: 716-651-0510

Securities offered through NEXT Financial Group, Inc., Member FINRA/SIPC.
Cornerstone Capital Wealth Management Inc. and Cornerstone NFP are not affiliates of NEXT Financial Group, Inc.

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