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.

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.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/15/2026

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.

Just entering retirement? Here's what you need to know.
10/14/2026

Just entering retirement? Here's what you need to know.

Regardless of how you approach retirement, there are some things about it that might surprise you.

10/13/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Whether you realize it or not, you’ve allocated your assets.
10/12/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

10/10/2026

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
10/09/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sur...
10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

Address

19 Thistle Hollow
Avon, CT
06001

Telephone

+18609464392

Website

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