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
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Can you keep up with your children’s mobile slang?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A special needs trust helps care for a special needs child when you’re gone.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.