Welcome to Cornerstone Wealth Management
OUR MISSION & VALUES
Integrity, Trust, Clarity and Independence
Our mission is to guide successful families to financial confidence using comprehensive wealth strategies.
As passionate advocates for our clients, we believe that providing independent, objective guidance is the best way to serve their best interests. We build meaningful relationships based on trust to better support the needs, goals and ideal futures of the families we serve. We strive to bring confidence and understanding to our clients’ financial lives through our straightforward approach and clear guidance.
As independent advisors, we have the freedom to choose the solutions and strategies that can help our clients pursue financial independence.Contact Us
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are hundreds of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Women must be ready to spend, on average, more years in retirement than men.