Cornerstone Wealth Management Group

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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 and 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.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
10/24/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
10/23/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
10/22/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/22/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

What steps might help you sustain and grow your retirement savings? This piece explores them.
10/21/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

10/20/2026

Preparation can sometimes be all you need to make the impossible, possible.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
10/19/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

10/17/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
10/16/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

10/15/2026

There are benefits and limitations when using a living trust.

Address

19 Thistle Hollow
Avon, CT
06001

Telephone

+18609464392

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