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3 Methods to not run out of money
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People deserve to understand what’s happening with their money.

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.

Discover the right investment strategy for you.

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

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

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How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

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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

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 financial 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 Group Partners

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.

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Our Locations

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

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Insights

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

Market Commentary
Weekly Market Commentary December 10, 2018

The market is starting to grate on some investors. The S&P 500 dropped 4.6% last week on concerns the reported trade truce wasn’t as substantial as hoped and that global economic growth continued to slow. Global stocks participated in the decline as the MSCI ACWI lost 3.5% last week. Read more

Avoid holiday financial stress
Monthly Newsletter
Gifts without the Guilt – Tips for Avoiding ...

Pop quiz: Can you name more than three gifts you got for the holidays last year? A sweater, an Apple watch, a popcorn tin … and, ummmm? Most of us would be hard-pressed to answer this question, even by late January.

What we remember, of course, are the moments with family and friends – the relationships that are renewed in the holiday time of slowing down. Material gifts are fine for the moment, but they are usually forgotten even before they have the chance to break and wear out. Read more

Blog
Important Financial Actions To Take Before the ...

By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

Before the year’s end, in the midst of the holiday events, travel, and overall busyness, the last thing you want to think about is tackling your finances. But with finance-related resolutions tying with eat healthier and get more exercise as the most popular New Year’s resolution,1 why don’t you give yourself a leg up on next year’s financial goals by finishing this year strong? Here are 10 critical financial actions you’ll be glad you took when the ball drops on New Year’s Eve! Read more

Video
Q4 2018 Quarterly Market Outlook

Carson Group Partners’ Scott Kubie discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Financial Advisor.

Read more

News
Wall Street managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
  • Frequently Asked Questions About Our Financial Planning Process

    By Scott Ford, CEO, Founder & Wealth Advisor of Cornerstone Wealth Management Group

    As a financial planner, I get a lot of questions about my job. Most people only have a vague idea about what it is I actually do. In fact, it seems that there is an aura of mystery surrounding anything to do with finance in general. Today, I want to clear things up for you and answer some of the questions that I hear the most. Read more

Weekly Market Commentary
  • Weekly Market Commentary December 3, 2018

    Last week provided investors clarity on their two biggest concerns: interest rates and trade. Federal Reserve communication indicated rate increases will likely slow in 2019, and over the weekend, the U.S. and China announced an agreement to delay an increase in tariffs from 10% to 25% on a wide range of U.S. goods. In exchange, the Chinese will buy more U.S. goods, and both sides will seek an agreement in the next quarter. Read more