Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Cornerstone Wealth Management Group, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Cornerstone Wealth Management Group we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
By creating comprehensive wealth management plans to guide our clients towards financial freedom, we help them create a work-life balance that prioritizes what is most important to them. Learn More
Our team works together with specialists in high-net-worth insurance and risk management to protect against loss of life for business owners or their partners, loss of income, and other risks to wealth. Learn more
Our team who has SBA financing knowledge works closely with business owners to clarify common misconceptions regarding SBA loans, review the SBA loan process, and help facilitate a transaction that maximizes the value our clients receive. Learn more
Our strategy is designed to help business owners and CEOs find clarity and confidence in their wealth management plans. Learn more
Is your business your largest asset? At Cornerstone Wealth Management Group, we find that many business owners have a majority of their wealth invested in their business. Learn More
We work with high-net-worth business owners to formalize an estate plan that minimizes administrative burdens and maximizes the benefit towards the causes you care about. Learn more
Cornerstone’s mission is helping people live a balanced and fulfilled life. We are a specialized financial lifestyle and wealth management firm in Hagerstown, Maryland, serving entrepreneurs, business owners, executives and their families. For over 20 years our clients have enjoyed our trusted services – helping them find their “True Wealth”, organizing towards their goals and allowing them time for what matters most.
Contact one of our financial advisors to request a complimentary consultation.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Group Partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Cornerstone Wealth Management Group is headquartered in Hagerstown, Maryland. Contact us today to speak with a financial advisor or financial professional.
Cornerstone’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group
After several decades spent working in the financial services industry, I’ve seen a lot of investment fads come and go. The media gets excited about new ideas and strategies that never seem to stand the test of time. Read more
U.S. stocks rallied, while global markets lagged. The S&P 500 rose 0.8%. Global stocks slipped as the MSCI ACWI fell 0.2%. The Bloomberg BarCap Aggregate Bond Index rose 0.1%. Read more
