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Smart Investing

Let your money work for you!

At Cornerstone our investments are, SMART:

Securely guaranteed
Market-driven returns
Accumulation opportunity
Retirement income
Tailored for you

Our advisors prepare custom investment proposals for each individual. To schedule an appointment please click below!

Book Appointment Now
Fixed and Indexed Annuities

Cornerstone has a unique product offering through affiliation with more than 150+ companies. Because of our long-standing relationship with these carriers we have access to products and services not available to the general public.

We specialize in bringing you products that give generous gains with ZERO market risk.  As with ALL of Cornerstone’s services, we do not charge a brokerage or management fee for these programs.

Portfolio Management

For our clients that still want to have some market exposure, we offer individually built portfolio management services based on the risk tolerance of each household. We have access to various platforms including Fidelity, TD Ameritrade and Charles Schwab.

Contact Us

Cornerstone is happy to help with all insurance, retirement and financial planning needs.

Cornerstone Wealth Advisory Group

8550 Dorchester Rd
North Charleston, SC 29420
(866) 262-2245
(843) 376-3350

Hours of Operation

Monday-Thursday: 9 am – 5 pm
Friday: 9 am – 3 pm

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