• 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.

Tell us a little more about your investment objectives and level of comfort with risk.

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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

2016SocialSecurityBenefitGuide-Whitepaper
Whitepaper
2016 Social Security Benefit Guide

If you are eligible to apply for Social Security benefits in 2016, what you do now could make a significant difference in your total lifetime benefit. When you choose to take your benefits and how you coordinate with your spouse is one of the most important social security decisions you will make. This guide is designed to answer some of the most common questions regarding Social Security and clarify how the new law may impact you.

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Market Commentary
Weekly Market Commentary: June 27, 2016

Last week was dominated by the Brexit results and global markets reacted with sharp selloffs. Read more

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Blog
Balancing College Funding with Retirement Savings

Published by Beth Schanou, Director of Wealth and Estate Planning and the Carson Wealth Investment Committee

Our clients have a wide range of goals when it comes to their finances. One goal many parents share is funding at least a portion of their children’s college education expenses. Read more

May feature
Monthly Newsletter
Monthly Investment Review: May 2016

We started April’s commentary pulling from the old saying “April showers bring May flowers”. Fortunately for investors, there weren’t too many “showers” in April and there were plenty of “flowers” in May. Read more

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Video
Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.
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News
What if You Could Cash Out of ...

By Scott Ford for Home Business Magazine Online – May 10, 2016

Is your business your largest asset? A 2014 CNBC study revealed that most small business owners have 70% of their wealth invested in their businesses, with 20% of owners having over 80% tied up in their firm. What if you could take considerable cash from your business to live your life the way you want to now, instead of waiting for retirement? Read more

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Infographic
Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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    Blog post
  • How Does Social Security Tie into Your Financial Plan?

    Scott Ford, founder and CEO of Cornerstone Wealth Management Group

    Many affluent investors have not fully considered how their Social Security benefit will affect their overall financial plan. Although Social Security was created during the Great Depression as a retirement safety net, benefits now cover an estimated 96% of Americans. Read more