OUR MISSION
Our Mission is to Educate, Inspire, Coach and Empower our clients to pursue Financial Freedom on Purpose and True Wealth by our six principles of Purposeful Wealth Planning which will include; Women and Purpose, Women and Wealth, Women and Wholeness, Women and Wellness, Women and Happiness and Women Who Win.
Our Vision at Kornerstone Wealth Management Inc. is to be your most trusted advisor through our professional experience and skills, our integrity, our independence, objectivity, and our personalized service.
We VOW our commitment to excellence in everything we do. Our goal is to exceed our clients’ expectations. We AIM to be our clients' Partner and Coach for Life.
We are passionate about helping our clients maintain TRUE WEALTH by taking control of their financial future and helping them make their dreams become reality as they preserve their wealth for generations.
Empowering YOUR Financial Freedom on PURPOSE
A LETTER FROM OUR FOUNDER - BERNICE (VALREY)
Hi, I’m Bernice affectionately aka Valrey.
I am glad you’re here.
I shared a beautiful picturesque ocean view of the little Island in the Caribbean where I was originally born - The Bahamas. Amazingly beautiful and relaxing. I want you to feel comfortable and relax when we connect. Enjoy!
Thank you for stopping by to learn about us.
Welcome!
I believe that you are ready to embark on your journey to financial freedom, wealth by intentional design and living your best life on purpose. I truly believe that my life’s purpose is to be a guide and coach extraordinary savvy women to find their “True Wealth,” by first gaining clarity on their life’s purpose, build wealth, and make an extraordinary impact in the lives of others.
At Kornerstone, we coach, educate and create a community that supports women in a safe and female-friendly environment.
It will be my honor to coach you on your epic journey to your purposeful wealth by design.
It will be my honor to help you grow your wealth, preserve your wealth, transfer your wealth and leave a legacy for your future generations.
I’ve experienced first-hand that it IS POSSIBLE to overcome life’s transitions, make money doing what you love, serve others and enjoy a beautiful lifestyle.
I’ve dedicated my life to empowering women, coaching women and now I’m here to help you.
Financial Planning for Women by Women ~ ~ Empowering Financial Freedom
Much Love,
Bernice (Valrey) Rolle-Lewis
Bernice Rolle-Lewis MBA President, Private Wealth Manager Bernice.Rolle@LPL.com
Bernice (Valrey) Rolle-Lewis, founder and managing director of Kornerstone Wealth Management, Inc., brings over 21 years of financial services experience and passion for helping others secure their financial future. Bernice has spent many years in the financial industry coordinating the affairs of Women in Transition and Business Owners and their families. Bernice passion is guiding and walking people experiencing life transitions through the maze of purposeful financial planning.
“My dream was to create a firm where everyday people could come to get objective, simple and affordable financial advice with the goal of achieving ‘True Wealth’ with simplicity.”
Bernice was educated at Norfolk State University, Norfolk, Virginia where she graduated with a BS degree in Business Management and Marketing. Bernice earned her Masters of Business Administration (MBA) at Nova Southeastern University in South Florida. She completed the State’s CERTIFIED FINANCIAL PLANNER™ education program at Florida Atlantic University in Boca Raton, Florida in June 2012.
Bernice has earned her FINRA Series 7, 63, 3 and 65 securities registrations as well as she holds various state insurance licenses such as Life, Health, Disability, and Variable Annuity Insurance Licenses.
Bernice is a proud member of the Financial Planning Association (/) and she adheres to their standards of professional excellence and integrity: Bernice is also an active member of the Women in Insurance and Financial Services (WIFS) Gold Coast and National Chapter.
At Kornerstone Wealth Management, Inc. “we believe true wealth is something money can’t buy and death cannot take away”.
We look forward to being your trusted partner in helping you achieve true wealth.