• We build
    true wealth

    Our passion is to uncover what is truly important to you.

    Explore our approach
  • Experience the Difference

    At Cornerstone Wealth Management, from the moment you walk in the door, you are treated like family.

    Meet Your Team
  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for you.

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Our financial planning services are built on trust, transparency and accountability.

Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

Portfolio Management

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

Risk Management

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

SBA Financing Education

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

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Wealth Management

Our strategy is designed to help business owners and CEOs find clarity and confidence in their wealth management plans. Learn more

Business Liquidity

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

Estate Planning

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

Connect with an Advisor

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Personalized Wealth Management

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 wealth advisors to request a complimentary consultation.

Investment Management

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.

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Carson Institutional Alliance

Carson Institutional Alliance 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.

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Our Location

Cornerstone Wealth Management Group is headquartered in Hagerstown, Maryland. Contact us today to speak with a wealth advisor or financial professional.

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Insights

Cornerstone Wealth Management Group’s team of  professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Market Commentary
Weekly Market Commentary September 19, 2016

Markets were focused on the impending Federal Reserve meeting and, with no other macroeconomic news to push or prod investors, volatility returned after a record-breaking period of stability in our domestic markets. Read more

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Blog
Where Are Your Finances Today?

Scott Ford, founder and CEO of Cornerstone Wealth Management Group

At Cornerstone Wealth Management Group, we have created a disciplined system for financial planning and wealth management using our Way2Wealth process. The idea is based upon writings by Benjamin Franklin, where he explained, “Diligence is the mother of good luck.” Read more

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News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Monthly Newsletter
Monthly Investment Review: August 2016

August had a truly historical event, one that investors haven’t seen since the end of 1999: all three major US indices hit record highs on the same day. Read more

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Video
Diversified Growth

Watch this video to learn about the Diversified Growth strategy. Read more

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Whitepaper
Estate Planning

Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.

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Estate Planning Infographic
Infographic
Estate Planning

Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more

    Blog post
  • New Lower AFRs Allow Big Tax Savings in Estate Planning

    Scott Ford, founder and CEO of Cornerstone Wealth Management Group

    At Cornerstone Wealth Management Group, many of our clients are concerned with passing their assets to their heirs without unnecessary taxes. Today, I’d like to review a strategy to save on taxes when passing down assets to the next generation. Read more

    Weekly Market Commentary
  • Weekly Market Commentary September 12, 2016

    US markets ended the shorter trading week solidly in the red after slipping last Friday. The S&P 500, Dow Jones Industrial Average and NASDAQ Composite were all down more than 2% for the week with the main detractor, the NASDAQ Composite, falling 2.36%. Read more