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Product & Services: Investments

American Cornerstone Group

Investments

Investments and wealth management services at American Cornerstone Group include invested assets as well as other strategies as part of your well-rounded financial plan. We work with individuals, couples and families to manage their investments through the generations, always starting with your unique goals and objectives.

As an independent advisory firm, we offer innovative asset and investment management services, with access to hundreds of strategies and a wide variety of products from multiple financial institutions that can provide you with an edge. The best part is, we focus on a protective approach to help safeguard your wealth.

Our goal is to bring you fresh ideas for investment strategies, utilizing proven plans and configurations that are appropriate for your risk tolerance. Your personal portfolio of investments will be customized to you as part of your overall financial and retirement plan designed to help you achieve your short-term and long-term financial goals. Here are just some of the investments which may become part of your plan; this list is not all-inclusive.

Managed Accounts • Mutual Funds • 529 College Savings Accounts • Traditional IRA
Roth IRA • SEP IRA • SIMPLE IRA • Variable Annuities • Bonds • Common Stock

Our top priority is always about helping you take care of yourself and your family.

We treat you like family at American Cornerstone Group. When you’re ready to have your questions and concerns addressed, or to be sure you really do have all your boxes checked, we’re here for you. Schedule a complimentary consultation to start planning for your short- and long-term financial goals today. Call us at (215) 672-7676 or schedule online.

  • College planning? Check.
  • Retirement planning? Check.
  • Estate planning? Check.
  • Investments? Check.
  • IRAs, 401(k)s, Social Security planning? Check, check & check.
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It’s All About You

Long-term relationships that encourage open and honest communication have been the cornerstone of our firm since its inception and the foundation for our success. We want to learn as much as possible about your personal situation, your dreams and goals, and your tolerance for risk. The first step toward your journey to financial stability is having written goals, then implementing a custom plan developed just for you and your family through the generations.

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Independent | Fiduciary | Multiple Strategic Partners

Our firm is independent and unbiased, and we have access to a large universe of financial services and products. As fiduciaries, we are legally required to do what’s in your best interests at all times, and that’s exactly the way we want it. We work as a team with your own legal and accounting professionals, or we have a network of strategic partners, CPAs, analysts, and estate attorneys that we can bring to the table on your behalf.

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Educational Resources

Our website is filled with educational videos, articles, and whitepapers designed to help you learn more about many financial topics, especially important during volatile and turbulent times. Be sure to explore the site, bookmark, and check back regularly to see more! If you have any questions that come up, feel free to call or send us a message. We take our clients’ (and prospective clients’) questions and suggestions seriously as we continually strive to make financial planning more understandable for everyone.

Blog & News Articles

Newsletter Station

Featured Videos

Downloadable Whitepapers

Resource Library
Our top priority is always about helping you take care of yourself and your family.

Schedule your complimentary first meeting with us to discuss how we can help you attain your financial goals. Remember that goals without a plan to achieve them are just wishes!

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American Cornerstone Group, Inc.
12106 Centennial Station
(Bldg. 12, Professional Center)
Warminster, PA 18974
Office: (215) 672-7676
Fax: (215) 682-7676

© 2025 American Cornerstone Group. All Rights Reserved. Securities and investment advisory services offered through Silver Oak Securities, Inc., member FINRA / SIPC. American Cornerstone Group, Inc. and Silver Oak Securities, Inc. are not affiliated.
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Let’s spend 60 minutes on a call together to talk about your financial and retirement goals and what we might to do help you achieve them. Schedule a time, call us at (215) 672-7676 or send us a message here.

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