Hi, I’m Patrick Geary and I’d be happy to talk to you about Cornerstone Wealth Advisory & Insurance Services, LLC. I have been working with employer sponsored retirement plans, both defined contribution and defined benefit plans for 30 years. I started my career as the Western Pa managing director for PEBSCO (Public Employee Benefit Services Company) where I worked with municipal employers establishing defined contribution plans. When PEBSCO changed business models I was recruited by VALIC to act as their governmental specialist for the state of Pennsylvania. After 14 years, I felt I could benefit clients better by becoming an independent advisor.
In June of 2014 I created Cornerstone Wealth Advisory and Insurance Services, LLC and have been working as an independent 3(21) or 3(38) fiduciary for my clients’. Over the last three decades I have been a speaker for PA-GFOA, Pennsylvania Municipal League , The Pennsylvania Municipal Managers Association (APMM), County Commissioner Association of Pennsylvania (CCAP) and the Pennsylvania Solicitor’s Association.
I am a subject matter expert in proper fiduciary practices for defined contribution plans with over 200 million defined contribution and defined benefit plan assets that I oversee.
Cornerstone Wealth Advisory & Insurance Services, LLC also provides independent financial wellness planning and advice for employers to offer their employees as a benefit.
We can help you by setting up and maintaining your employee’s retirement plan, as well as understanding your fiduciary obligations. Please click on the logo above to visit our website or contact me directly at pgeary@cwais.net or (814-315-2000).