Cornerstone Wealth Management (CWM) is a Raleigh, North Carolina-based financial advisory firm with over 35 years of experience helping clients achieve financial clarity. Founded in 1986 by Floyd Green, the firm has grown into a team of CERTIFIED FINANCIAL PLANNER™ professionals and Certified Kingdom Advisors® who offer comprehensive services including retirement, investment, estate, tax, insurance, and lifestyle planning. CWM emphasizes a holistic, values-driven approach, integrating financial guidance with clients’ personal goals. The team is led by CEO Nate Oltmans, who joined in 2007, and includes partners Brett Dysart and Timothy Pitman, among others.