About Wealth Cornerstones Inc.

Your Future. Your Wealth. Our Expertise.

Who We Are

Strategic, Tax-Smart Financial Planning Designed for Long-Term Success


At Wealth Cornerstones Inc., we believe that financial success isn’t just about growing your wealth—it’s about protecting it, optimizing it, and making sure it works for you. Our approach is built on tax-efficient strategies that help you maximize what you keep while securing your financial future.



Whether you're planning for retirement, managing investments, or building generational wealth, we create customized strategies that align with your goals—without unnecessary tax burdens.

Why Choose Wealth Cornerstones Inc?

Our Core Values

Fiduciary First
We are committed to acting in your best interest, with full transparency and integrity.

Personalized Approach

No two clients are alike, and neither are our financial strategies. We tailor every plan to fit your goals.

Tax-Smart Strategies

We integrate tax-efficient planning into every financial decision to help you keep more of what you earn.

Long-Term Commitment
Your financial journey is ongoing, and we’re with you every step of the way.

Our Mission

Helping You Build and Preserve Wealth with Smart, Tax-Efficient Strategies

Our mission is to empower individuals, families, and business owners with strategic, tax-smart financial planning that secures their wealth for today, tomorrow, and generations to come. We simplify the complexities of financial planning so you can make confident decisions that align with your goals—all while minimizing unnecessary tax burdens.



At Wealth Cornerstones, we believe that financial planning isn’t just about numbers—it’s about your future.

Tax-Focused Retirement Planning – Maximize your retirement income while keeping your tax liability low.


Investment & Portfolio Management – Build a tax-efficient investment strategy tailored to your risk tolerance and long-term goals.


Comprehensive Financial Planning – A proactive approach to wealth management, cash flow planning, and legacy building.


Risk & Insurance Planning – Protect what matters most with smart, tax-efficient insurance strategies.



Meet Our Team

At Wealth Cornerstones Inc., we believe that trusted financial guidance starts with a strong partnership. Our team is dedicated to providing personalized, tax-efficient financial strategies that help you build, grow, and protect your wealth. With a deep understanding of retirement planning, investment management, and financial strategy, we work closely with you to create a customized plan that aligns with your goals—so you can move forward with confidence in your financial future.

A man in a white shirt and tie is smiling for the camera.

Tom Barnicle

View Bio
A woman in a green shirt is laughing with her mouth open

Lucyna Metzo

View Bio