Cornerstone Wealth Management Group

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Avon, CT
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.

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.

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.

08/31/2026

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

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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.

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.

08/27/2026

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

08/26/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

08/25/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

08/24/2026

Benefit. Premium. Policyholder. Learn the language before evaluating your options.

Term insurance is the simplest form of life insurance. Here's how it works.

08/22/2026

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

Address

19 Thistle Hollow
Avon, CT
06001

Telephone

+18609464392

Website

http://www.cornerstonewmg.com/

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