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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Can you keep up with your children’s mobile slang?
Good employee health can be great for the company’s bottom line.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate