304 South Main Street
Financial freedom knowing you're working towards your financial goals
An experienced professional who will guide you and is always available to answer your questions
Confidence that you have the knowledge to make smart decisions
At Cornerstone Wealth Management (CWM), we have the answers for you. No two individuals have the same financial goals, and every family is unique. So it's essential to choose a financial planner who listens to you and will create a plan that's tailored to your specific needs.
We understand everyone is at a different place in their financial journey, so we take the time to listen to understand your needs and create a path forward that's just right for you.
And most importantly, the CWM team will be there to answer your questions as life changes – because the unexpected is what we're here for.
One of the biggest questions families have is, "how much do we need to save for our children's education?" Together we'll determine what's best for your family.
We can set up retirement plans for you and advise how to maximize your employer's 401k.
We'll calculate how much you need to save in your retirement accounts to maintain a comfortable lifestyle.
CWM doesn't offer life insurance, but we will provide recommendations regarding the amount of insurance you need and give you options on the best ways to get it.