Home, Auto and Commercial

Affordable insurance for your home, vehicle or business. Rates available from hundreds of carriers! Find the best solution for your needs, at the best price!

Health Insurance

Medicare Supplements, ACA Plans, Dental, Vision, Disability and MORE. Our affiliation with more than 150 means that regardless of your health, financial status or age, we will find the best plan for YOU!

Life Insurance

Insurance policies to fit the needs of any family! From infants to age 89 and everything in-between- we can ensure that your rate is the best availability for YOUR age and health status.

Smart Investing

Investing safe doesn’t have to mean low return! And working with the stock market doesn’t have to mean risky! Invest SMART and make the most of the retirement funds you’re already saving, or start building a new portfolio if you haven’t done so yet.

Advising for Sports Professionals and Entertainers

This division of our organization specializes in helping Sports Professionals and Entertainers to find REAL solutions for wealth management and preservation.

A+ Rated Companies

More than 150 carriers to choose from!

Career Opportunities

Change your life while changing the lives of others! Ask us about our career opportunities.

Community Outreach

Learn about Cornerstone’s efforts to bring positive changes to the community through charity donations and volunteer services.

Let us introduce ourselves

A few words about us

Our goal is to provide a full range of insurance and retirement planning services to our clients. We offer the products of more than 150 different A+ rated insurance and investment companies we are able to offer the LOWEST rates on both Health Insurance and Life Insurance, as well as generous returns on safe investment strategies. We also offer ACA InsuranceDental/Vision and Prescription Coverage and much more!

How it all came to be…

Our History

In 2007 a small group of determined individuals came together with one big idea: To provide a “One Stop Shop” solution for Mature Americans seeking retirement resources.

Today we have partnered up with more than 150 different top-rated insurance and investment companies. These relationships make it possible to create retirement portfolios that feature fantastic coverage at affordable rates.

1,500 Products available

and more added each day


Financial Reviews each year

60 Licensed Representatives

working for you

250,000 $ to charity

and community outreach

Building Financial Founations

Visit Cornerstone Wealth Advisory Group

Stop by any time to visit our office, meet with your agent or request a financial review. Do you have questions about financial statements? We can help! Need your health insurance policies reviewed to make sure you aren’t spending too much? Cornerstone has resources to help you. Looking for smart investing strategies? Come by to set up an appointment with our financial division. Whatever your financial needs are, Cornerstone is here to help!


Call, email or stop by today to schedule an appointment with an advisor. Or, click below to book an appointment through our Facebook Page.

Shop Products

Whatever your financial needs, Cornerstone has a product or service to help!

Financial Info Video Series

Visit our Youtube channel for short videos with lots of great, current financial advice!

Follow us on


Cover for Cornerstone Insurance Services and Wealth Advisory
Cornerstone Insurance Services and Wealth Advisory

Cornerstone Insurance Services and Wealth Advisory

Insurance Services, Medicare, & Financial Planning. We can help with: Life Insurance, Health Insurance, Home and Auto, Dental and Vision, Investing and all types of financial planning as well as assistance with Medicare.

Everyone wish Geralyn Cheverie happy birthday! We hope you have a wonderful day!! ... See MoreSee Less
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Congrats to February's lunch bunch winners! They enjoyed a nice lunch out on Tuesday to celebrate their success! ... See MoreSee Less
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We are very happy to have some new faces in our Charleston office. Please help us welcome some new members of our team: Bryce Bayard, Steven Cox, Matthew Dailey, Lance Eisele, Ralph Mullins and Deanna Wilson. Welcome to Cornerstone! We are so glad to have you all! ... See MoreSee Less
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Today is Mark Perry's Birthday! Happy Birthday Mark, we hope you have the best day! ... See MoreSee Less
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2 weeks ago

Cornerstone Insurance Services and Wealth Advisory
WE HAVE SUPER EXCITING NEWS! Our newest opportunity to help give back to the community is HERE!Cornerstone's specialty is to help people by performing free financial reviews and then recommending the best products and services for your specific needs. Many of our clients have appreciated our help so much that they refer us to their friends and family. These referrals are the BEST compliment you could give to us. Do you know someone who would benefit from our services? If so, fill out the referral form below. When you do, and we are able to speak with the person you referred us to, OUR CEO WILL DONATE $10 TO CHARITY IN YOUR NAME! (for each referral you send our way) What is the charity? Our focus right now is the North Charleston Cops Athletics Program. The Cops Athletic Program offers youth the opportunity to participate in sport and educational programs that are instructed by police department employees. CAPS targets and provides support to youth that are unable to secure transportation and funds to participate in these activities. The program provides athletics, academic, and leadership development through activities such as: a powder puff football league, basketball, hockey, karate, spelling bee, lacrosse, stem team, chess team, a Black History Month Program, soccer, triathlon, and other programs. Our goal is to raise $5,000 by May 31st! Can you help us? Submit your referrals and our CEO will donate to this charity in your name! We are so excited and can't wait to see what this will do to help the community! (Link for more info about CAPS will be below in comments) Click here to submit your referrals! | | |Vbit.ly/3LsU8Ol ... See MoreSee Less
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