About Us

We Do Wealth Management Differently.
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About Corestone

We feel that we’re not like other financial services firms out there. We take a personal, client-centered approach to wealth management. Our Investment Advisor Representatives are professionals who create a plan with your best interests and financial security in mind.  

Our founding Certified Financial Planner, Pete Orth has seen firsthand how a financial plan has positively impacted his family life and his business. He established Corestone Wealth Management with the goal of bringing that same sense of security and freedom to his clients.

The Corestone

Mission & Client Vision

Mission

Helping you work towards your life goals is our purpose, and we take it seriously. Using our holistic planning approach that takes into account your income, lifestyle, short-, mid- and long-term objectives, we aim to provide each of our clients with now, and in retirement.

vision

Our goal is to help you protect your wealth and health. We do this by taking a holistic planning approach with your insurance, Investments, retirement, taxes, and legacy plan by focusing on your goals and individual situation. Go play! We got this. 

We believe everyone has the right to financial peace and prosperity. By providing support through our wealth management services, and imparting financial knowledge through education and resources, we help our clients work towards getting there.

values

Using a client-centered wealth management approach, our advisors keep your best interests paramount through all of our fiduciary dealings and decision-making. Transparency is of utmost importance, and all of our clients are treated equally, regardless of income or portfolio size.

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PETE ORTH

FOUNDER

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CHAD WEINHOLD

FINANCIAL ADVISOR

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THOMAS KOEHN

FINANCIAL ADVISOR

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HOLLIE YEAGER

ADMIN

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MOLLY REDICK

EXECUTIVE ASSISTANT