• 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

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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: February 8, 2016

Investors were hoping for a fresh start to February given the previous tumultuous four weeks. Overall, the results were mixed. The Dow Jones Industrial Average was down 1.59% for the week and the S&P 500 was down 3.11%. The tech-heavy Nasdaq Composite ended the week down 5.44% as technology and biotech companies weighed on the index. Read more

Chart 2 02.08.16
Monthly Newsletter
Monthly Investment Review: January 2016

January was a difficult start to the year for investors. Headlines that dominated the last half of 2015 reappeared during the first trading week, marking the worst start of a year in history for US investors. China, oil and the possibility of slowing global growth loomed over the markets as indexes around the world turned negative with some entering bear market territory. Read more

Blog
How Embracing Open Book Management Set My ...

Published by Scott Ford

In 2012, I made a radical decision. I decided to try open book management at my firm, Cornerstone Wealth Management. Read more

2016 Q1 Market Outlook Video
Video
2016 1st Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming 2nd quarter. Contact us at 888-321-0808 to speak with a Wealth Advisor. Read more

Disciplined Investment Process Infographic
Infographic
Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. Read more

US News v2
News
3 Reasons Why Robo-Advisors May Not Be for ...

While robo-advisors may be a fit for certain investors, they’re not for everyone.

Technology has disrupted many industries – newspapers, online travel, movie rentals, taxis and more. Now it is aiming to dramatically change the financial services industry through the emerging use of robo-advisors. Read more

Investment Process Whitepaper_thumb
Whitepaper
Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

Download Whitepaper

    Blog post
  • Intestate Succession

    Published by Ben Goethel

    A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass. Read more

    Weekly Market Commentary
  • Weekly Market Commentary: February 1, 2016

    Last week was a busy week in terms of data releases and news. Estimated US GDP, unemployment data and the Federal Reserve were just a few headlines that grabbed investors’ attention. US indexes enjoyed another week in the black as domestic indexes surged on Friday. Read more