Cornerstone Wealth Management Group is a personal wealth management firm that focuses on comprehensive strategic wealth management for individuals. We provide independent, unbiased financial advice based on analysis and a clear understanding of your financial objectives.

Our objective is to enhance your quality of life by helping to identify, prioritize, and accomplish your financial goals. We act as your advocate in all areas of the wealth management process including helping you to identify your family’s wealth objectives, assisting with the establishment and implementation of formal plans to achieve those objectives, and monitoring the accomplishment of those objectives. Our role in your life is comparable to that of your chief financial officer — we lay out the road map to financial success, and we see to it that the map is followed.

Individuals have different motivations for hiring us. It could be that they are too busy with their personal or professional lives or that they lack the expertise or proper professional partners required to do the job in an effective and complete manner on their own. Or, it could be that they recognize that hiring specialists in wealth management can actually reduce the cost of managing family wealth and improve their finances. Regardless of your motive, we will seek to establish an ongoing, long-term relationship with you and your family to help you meet your goals.

Our services are meant to help you focus on those aspects of your life that are most important to your family’s financial well-being and to make sure they are given the proper attention that they deserve. We specialize in helping to provide the structure necessary for you to obtain financial security.

In 2018, Larry Kushner was awarded for the sixth time the exclusive national FIVE STAR Wealth Manager Award as featured in the December 2018 issue of Connecticut MagazineTM. According to the Five Star Wealth Manager Award Program, less than 2 percent of the 14,400 wealth managers in Connecticut are accredited with Five Star recognition. In order to receive the award, each wealth manager must meet 10 objective requirements developed meticulously by the Five Star Wealth Manager Award program. 

The Five Star Award is not indicative of the wealth manager's future performance. The inclusion of the Wealth Manager on the Five Star Wealth List shoud not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity. Click on Five Star logo for additional information.

 

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