Cornerstone Wealth Management

Cornerstone Wealth Management SEC-Registered investment advisor teaching you to protect and preserve your retirement from seed to harvest. Say Hello to retirement confidence!

Our tailored Retirement Income Planning services are for disciplined savers, nearing retirement or recently retired, with 500k or more in savings who desire... A Reliable Retirement Plan that... generates a continued income stream, supports your lifestyle, and is designed to last throughout your retirement...and beyond. Are you retirement ready? For nearly three decades, Erich has partnered with r

etirement planning clients nationwide. Let's explore, together, alternative reliable retirement income options! 859 381-0555. Disclosure: Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor. IMPORTANT: We do not provide customer service or enable financial transactions through this site. Should any client of the firm have questions or concerns that are specific to their account(s), please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on this site. For customer inquiries, please call (859) 381-0555.
3620 Walden Dr. Suite 201
Lexington, KY 40517

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/03/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

06/02/2026

In retirement, spending with intention is key. Do you know the difference between essential and lifestyle spending? Watch the full video here: https://youtu.be/hJPTziDz-H4

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/01/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care mi...
05/29/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can m...
05/27/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

Your future lifestyle depends on the decisions you make today.Start where you are—but start.
05/26/2026

Your future lifestyle depends on the decisions you make today.
Start where you are—but start.

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
05/25/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Do global and international mutual funds complement or conflict with each other?
05/22/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Thank you for joining us at our wine tasting event. It was a pleasure spending the evening with you and sharing great wi...
05/21/2026

Thank you for joining us at our wine tasting event. It was a pleasure spending the evening with you and sharing great wines, conversations, and experiences together.

We truly appreciate your continued support and partnership. Events like these are made special by the people who attend, and we’re grateful you took the time to be part of it.

Congrats to this hard-working team for having a winning season! CWM is proud of you!
05/20/2026

Congrats to this hard-working team for having a winning season! CWM is proud of you!

Address

3620 Walden Drive
Lexington, KY
40517

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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