Welcome to Cornerstone Wealth Management

 "Planning the Foundation of Your Future..."

At Cornerstone Wealth Management, our mission is to empower and inspire our clients to integrate financial success with life and community fulfillment.  Our goal is to be your most trusted advisor by incorporating our professional knowledge with integrity and personal service.

Cornerstone Wealth Management is built upon the principles of Character, Competence, Communication and Commitment.  We help our clients define “True Wealth” by finding fulfillment in all that money cannot buy and from which death cannot separate. When building a customized financial plan and managing your assets, you get all this and more. We are committed to taking you on the journey of uncovering what is truly important in your life beyond just the monetary value of dollars and cents.

When “Planning the Foundation of Your Future” takes precedence in your life,  please consider Cornerstone Wealth Management and experience the difference for yourself.

Character, Competence, Communication and Commitment

 

 

 

 

 
Calculators

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

Fixed for Life

More than 40% of Americans ages 36 and older are at risk of running out of money in retirement, according to a retirement readiness study. In fact, almost one-third of people with upper-middle incomes and 13% with high incomes may not be able to pay for basic retirement expenses and uninsured health-care costs after two decades in retirement.

More Newsletters →