Cornerstone Wealth Management Group

Cornerstone Wealth Management Group Cornerstone Wealth Management Group is an independent personal wealth management firm. That’s the Cornerstone advantage. member FINRA/SIPC.

Cornerstone Wealth Management Group is an independent personal wealth management firm that focuses on comprehensive, strategic wealth management for individuals, families, and businesses. We provide independent advice based on a holistic approach, analysis, and a clear understanding of their client’s financial, business and personal objectives. Cornerstone’s unique approach delivers the clarity an

d knowledge to make confident financial decisions in today’s dynamic landscape. We work closely with our clients to develop an integrated plan and ensure all planning strategies both tactical and fundamental are developed, executed, reviewed and monitored. The ultimate goal is your peace of mind – getting you to the next phase in your life as your wealth and business grow. Cornerstone Wealth Management Group helps our customers reach their financial goals by acting as their personal CFO. We utilize the latest in industry technologies and specialize in retirement and comprehensive financial planning, wealth management and more. Securities offered through Osaic Wealth, Inc. Investment advisory services offered through The AmeriFlex Group®, an Independent Registered Investment Advisor.. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of OsaicWealth. See www.cornerstonewmg.com for full disclosure.

Even if you’re young and single, you should still consider protecting yourself with insurance.
09/08/2026

Even if you’re young and single, you should still consider protecting yourself with insurance.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
09/07/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
09/05/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
09/04/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

When Should You Claim Social Security? Let's Map Your Strategy
09/02/2026

When Should You Claim Social Security? Let's Map Your Strategy

Help clients navigate their Social Security claiming decisions with our interactive roadmap.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
09/01/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Take the time to think about these three things when shopping for your next vehicle.
08/31/2026

Take the time to think about these three things when shopping for your next vehicle.

Whoops... Sorry, for some reason the page you are looking for does not exist. We may have changed the address of the page or the page may no longer be in use.

Terrible or wonderful; Could a variable annuity be right for you?
08/29/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
08/28/2026

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Address

19 Thistle Hollow
Avon, CT
06001

Telephone

+18609464392

Website

Alerts

Be the first to know and let us send you an email when Cornerstone Wealth Management Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category