Cornerstone Wealth Management Group

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

100 Pearl St, Hartford, Connecticut, 061...

Phone Number

(860) 946-4398

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Cornerstone Wealth Management Group

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 tRead more
Cornerstone Wealth Management Group's Social MediaPopular SearchesCornerstone Wealth Management Group LLCCornerstone Wealth Management GroupCornerstone Fort Pierce Development LLCCornerstone Wealth ManagementCornerstone Dining LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cornerstone Wealth Manage...

<$5M
1-10
Private
-
2009
N/A
<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
<$5M
1-10
Private
-
2008
Maxine Swann, Founder & Chief Executive Officer at Win Wealth Solutions
Maxine SwannFounder & CEO
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
-
SS
Shayok SarkarOperational Analyst
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cornerstone Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cornerstone Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cornerstone Wealth Management Group.

Cornerstone Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding Cornerstone Wealth Management Group

What is Cornerstone Wealth Management Group's official website?
Cornerstone Wealth Management Group's official website is www.cornerstonewmg.com
What is Cornerstone Wealth Management Group's Revenue?
Cornerstone Wealth Management Group's revenue is <$5 Million
What is Cornerstone Wealth Management Group's SIC code?
Cornerstone Wealth Management Group's SIC: 62,628
What is Cornerstone Wealth Management Group's NAICS code?
Cornerstone Wealth Management Group's NAICS: 52,523
How many employees does Cornerstone Wealth Management Group have?
Cornerstone Wealth Management Group has 1-10 employees
What industry does Cornerstone Wealth Management Group belong to?
Cornerstone Wealth Management Group is in the industry of: Finance, Securities Trading
What is Cornerstone Wealth Management Group competition?
Cornerstone Wealth Management Group top competitors include: Copper Canyon Wealth Management, Cape Cod Wealth Strategies & Insurance Services, Weinberg Financial Advisory, Win Wealth Solutions
What technology does Cornerstone Wealth Management Group use?
Some of the popular technologies that Cornerstone Wealth Management Group uses are: Cloudflare Website Optimization, Neustar UltraDNS, Microsoft 365, Google Tag Manager
How do I contact Cornerstone Wealth Management Group?
Cornerstone Wealth Management Group contact info: Phone number: (860) 946-4398 Website: www.cornerstonewmg.com
What does Cornerstone Wealth Management Group do?

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, prior... itize, 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 2016, Larry Kushner was awarded for the fourth time the exclusive national FIVE STAR Wealth Manager Award as featured in the December 2016 issue of Connecticut MagazineTM. According to the Five Star Wealth Manager Award Program, less than 4 percent of the 14,400 wealth managers in Connecticut are accredited with ...Read More

What are Cornerstone Wealth Management Group social media links?
Cornerstone Wealth Management Group Linkedin page Cornerstone Wealth Management Group Twitter page Cornerstone Wealth Management Group Facebook page
Is Cornerstone Wealth Management Group a public company?
Cornerstone Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about Cornerstone Wealth Management Group

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