Five Star award winner Lawrence Kushner, MBA, CRPC®, AWMA®

PROFESSIONAL PROFILE

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Lawrence Kushner, MBA, CRPC^®, AWMA^®

Founder, Wealth Advisor

Cornerstone Wealth Management Wealth For Docs

19 Thistle Hollow

Avon, CT 06001-3960

Office: 860-946-4392

Cell: 860-883-4700

lkushner@cornerstonewmg.com

http://www.cornerstonewmg.com; https://www.wealthfordocs.com

About Larry

Helping people reach and exceed their goals is in my DNA. It’s what drives my work every day as a wealth advisor and founder of Cornerstone Wealth Management Group and Wealth for Docs.

With a planning-first, holistic approach, I help clients navigate life’s major transitions — retirement, relocation, business sales, inheritances, and more. After 29 years in corporate leadership and launching my own small business, I saw firsthand how underserved most people are when it comes to long-term financial guidance.That insight — combined with my analytical mindset and passion for education — led me to become a financial advisor over 19 years ago.

Since then, I’ve built a values-based practice focused on clarity, education, and long-term goal achievement. I founded Cornerstone to serve successful families, educators, attorneys, and business owners. Later, I launched Wealth for Docs to address the specific needs of physicians, dentists, and healthcare professionals — a mission inspired by my own family, which includes a physician assistant, a psychiatrist, a CPA in private equity, and several physical and occupational therapists.

My oldest daughter is an educator, my middle daughter is an interior designer, and my youngest is a physician assistant. Their journeys — and those of my sons-in-law and extended family members in healthcare and finance — continue to inspire the work I do every day. I also regularly host financial webinars for educators and specialize in retirement systems for public school employees in Connecticut and surrounding states.

Outside of work, I enjoy music, smart home tech, antique cars, and green automotive innovation — but nothing brings me more joy than spending time with my growing family and playing with my grandchildren.

See Accomplishments

This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/01/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3641 Connecticut-area wealth managers were considered for the award; 236 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 3,710, 282, 8%, 11/1/24, 2/13/24 - 8/30/24; 2023: 3,564, 313, 9%, 11/1/23, 2/13/23 - 8/31/23; 2022: 2950, 290, 10%, 11/1/22, 2/29/22 - 9/2/22; 2021: 3191, 272, 9%, 11/1/21, 2/15/21 - 9/10/21; 2020: 3048, 285, 9%, 11/2/20, 2/17/20 - 9/18/20; 2019: 3147, 289, 9%, 11/1/19, 2/18/19 - 9/27/19; 2018: 3178, 293, 9%, 11/1/18, 2/15/18 - 9/21/18; 2017: 2218, 283, 13%, 11/1/17, 2/15/17 - 9/11/17; 2016: 1985, 417, 21%, 10/1/16, 3/25/16 - 9/28/16; 2015: 2398, 468, 20%, 11/1/15, 3/16/15 - 9/10/15; 2014: 3926, 515, 13%, 11/1/14, 3/16/13 - 9/10/13; 2013: 2263, 531, 23%, 11/1/13, 3/16/12 - 9/10/12; 2012: 2204, 503, 23%, 11/1/12, 3/16/11 - 9/10/11.

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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through NWF Advisory Services, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.