• We build
    true wealth

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

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  • Experience the Difference

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

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  • 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

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

Video
2017 1st Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor. Read more

Market Commentary
Weekly Market Commentary January 17, 2017

Amidst strong earnings reports from the banking sector and stocks like Bank of America and JPMorgan Chase, the NASDAQ Composite notched a new all-time high late last week. The index, heavy in financials, was up 1% the second week of January. In other news, retail sales in the U.S. were up 0.6% in December, led by car sales and gasoline but were roughly flat when excluding purchases at dealerships and the gas pump. Read more

Monthly Newsletter
Monthly Newsletter: 2017 Financial New Year’s Resolutions

Turning the calendar to a new year can be an exciting time filled with optimistic goals for the new calendar year. Frequently heard New Year’s resolutions are to work out more, eat healthier, get into better shape, make better choices and get finances under control. As the year progresses, those who have a plan in place to achieve their resolution stay focused and keep their resolution top of mind. Read more

Whitepaper
Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Blog
Seven Financial Actions to Consider Before 2017

Published by Scott Ford

The last months of the year are always hectic due to the holidays, end-of-the-year projects at work, and, in terms of this year, a heated presidential election. While you likely have plenty on your plate, don’t neglect your financial strategies. Review these seven actions you should consider before January 1st. Read more

Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

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

    Blog post
  • Conviction: A Portfolio Manager’s Secret Weapon

    Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

    Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

    Weekly Market Commentary
  • Weekly Market Commentary January 9, 2017

    Global markets were up last week, extending the rally even further and providing a stark difference between the first trading weeks of 2016 and 2017. The Dow Jones Industrial Average, gaining just over 1% last week, inched towards the psychologically significant 20,000 mark, ultimately coming within a fraction of a point and hitting new all-time highs before retreating. Read more