Connecticut Five Star award winner


Lawrence Kushner, MBA, CRPC®, AWMA®

Cornerstone Wealth Management Group LLC
41 Brian Lane
Avon, CT 06001-3530
Office: 860-946-4392
Cell: 860-883-4700

Professional Approach

For over 13 years, Larry Kushner's mission has been to develop retirement income plans to help clients ensure their golden years are just that — truly golden — and in the process, create an income stream for life.

Larry attended New York University, Tandon School of Engineering, earning a B.S. in operations research and systems engineering and then earned an MBA from Hofstra University. After graduation, he joined Trane where he helped cool America for 28 years. Then in 2005, he realized his lifelong dream and became a professional in the financial service industry.

After leaving Ameriprise in 2009, he founded Cornerstone Wealth Management Group. Rather than utilize the one-size-fits-all approach that is so common in today's retirement planning, Cornerstone takes a holistic approach and starts with a clean slate to design a custom fit retirement income plan for each client.

Larry holds two professional designations from the College for Financial Planning. He is an Accredited Wealth Management Advisor? (AWMA®) and a Chartered Retirement Planning Counselor® (CRPC®). In 2018, Larry received for the sixth time the Five Star Wealth Manager award. Less than 2% of the 14,250 wealth managers in Connecticut were accredited with the 2018 Five Star recognition.

As Larry says, "The central question retirees must address is this: 'Will you outlive your money, or will your money outlive you?'" 

Click to access BrokerCheck

Securities and investment advisory services offered through NEXT Financial Group, Inc., member FINRA/SIPC. Cornerstone Wealth Management Group, LLC is not an affiliate of NEXT Financial Group, Inc.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser 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 Five Star Professional, 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 Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’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. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star 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 client’s 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 Five Star Professional 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 Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to 3178 Connecticut area wealth managers were considered for the award; 293 (9 percent of candidates) were named 2018 Five Star Wealth Managers. 2017: 2,218 considered, 283 winners; 2016: 1,985 considered, 417 winners; 2015: 2,398 considered, 468 winners; 2014: 3,926 considered, 515 winners; 2013: 2,263 considered, 531 winners; 2012: 2,204 considered, 503 winners.