Cornerstone Wealth Management Group

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.

10/10/2026

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

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Does your insurance cover you if you get into an accident with an uninsured driver?
10/08/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.
10/07/2026

The investments you’ve made in your life so far have helped prepare you for the future. We can help, too.

You’ve made investments your whole life. Work with us to help make the most of them.

Social Security: Retirement's main source of income or monthly bonus? You decide.
10/06/2026

Social Security: Retirement's main source of income or monthly bonus? You decide.

There’s an alarming difference between perception and reality for current and future retirees.

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daun...
10/05/2026

Are you saving for retirement? If you’re a small business owner, setting up your retirement vehicle may seem like a daunting task. Read more to learn about your choices for managing savings for retirement today.

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the vide...
10/03/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
10/02/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

Address

19 Thistle Hollow
Avon, CT
06001

Telephone

+18609464392

Website

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