Our Qualifications and Mission Statement

Cornerstone Wealth Management Group offers clients an impressive depth of expertise in investment planning, insurance, and estate planning.

Our financial professionals, have provided comprehensive financial planning advice to executives, physicians, attorneys, architects, professionals, and small business owners over the years.

At Cornerstone Wealth Management Group our financial professionals hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

Each of our financial professionals has extensive personal and professional experience. Many hold various professional designations, and all financial professionals are licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances for both today and tomorrow.

To meet with a Cornerstone Wealth Management Group financial professional, contact us today.

Neither NEXT Financial Group, Inc. nor its representatives offer legal advice. Please consult with your attorney before taking any action.