carson wealth logo

Why We Are Changing Our Brand

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

Published by Scott Ford, Managing Director, Partner

We have exciting news to share! On February 20th, 2019, Cornerstone Wealth Management will become Carson Wealth Management Hagerstown! Why are we rebranding? Because we believe that, in this case, 1+1=10. By rebranding and strategically partnering with Ron Carson and his team, we can create more freedom for more consumers, both now and in the future.

As you know, Cornerstone Wealth Management was built on the dedication to making the complex simple. In 2012, I joined Carson Group Partners because we felt that together we could create technology to simplify money management with straightforward fees, an effective game plan, and advice in a common language. Since then, I have frequently been asked, “Who is Cornerstone versus who is Carson?” Just as in everything we do, the premise behind our rebrand is clarity and simplicity.

We believe that you will greatly benefit from this rebrand. Not only will you get to tap into improved services and offerings, but you will still maintain a strong relationship with your current advisor team, including myself, with a local presence.

Watch this video to learn more about this significant transition and what it means for you!

If you have any questions about this rebrand, please reach out to me and my team. You can reach us by phone at (301) 739-8505 or by email at sford@carsonwealth.com.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

Charitable Giving Strategies in a High-Income Year

Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

Let’s Talk About Midterm Elections and Your Investments

This week was midterm elections and we’ve had many questions about what it all could mean, which we’ll tackle in today’s blog. We consider it a great honor to vote, and while we may not know the final results of the election for days (or even months), what we do know is the election will …

3 Nontraditional Ways to Give That Still Qualify for a Tax Deduction

Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …

Considering Tax Loss Harvesting? What You Need to Know First

Kevin Oleszewski, CFP® Senior Wealth Planner As the tax year draws to a close, many high-income investors will look to reposition their portfolios to intentionally generate losses as a way to offset gains — an investment strategy known as tax loss harvesting.
1 2 3 101 102 103
carson wealth logo

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation