Cornerstone Wealth Group LLC
Run a free full auditContact Information
-
Address
Financial planner · · 3708 W Swann Ave STE 102
Tampa, FL -
Phone
(813) 514-1800 -
Website
cwgadvisors.com -
Facebook page
facebook.com/cwgadvisors
Location
About Cornerstone Wealth Group LLC
Cornerstone Wealth Group LLC is a financial planner in Tampa, Florida. The firm serves as a fiduciary advisor for executives, physicians, dentists, and high-net-worth families. Their service area extends across Florida, California, Colorado, North Carolina, and FL. The firm maintains a 5.00 rating.
The firm specializes in wealth planning for established individuals and families managing complex financial lives. Their approach focuses on providing clarity and confidence through coordinated strategies that address retirement options, wealth security, and market volatility. For business owners, they offer services to align business decisions with personal legacy planning, helping to manage cash flow, taxes, and succession. The team was formed by four original partners who transitioned from working together at a previous firm to establish a practice built on shared values of being thorough, conscientious, and collaborative.
Located on West Swann Avenue, the office is situated near South Dale Mabry Highway and Henderson Boulevard. The area is also a short drive from Christ the King Catholic School and Jewish Community Center Preschool.
Cornerstone Wealth Group LLC is recognized for its commitment to acting in the best interest of its clients through thorough and responsive service. The firm is known for its dedication to helping clients achieve financial success by providing tailored advice and a coordinated roadmap for their financial future.
Cornerstone Wealth Group LLC provides dedicated fiduciary financial planning for families and business owners in Tampa.
Services:
- Estate Planning
- Financial Planning
- Investment Management
- Risk Management
- Tax Planning
Score Summary
BizScoreAI scanned the website cwgadvisors.com on June 20, 2026. Cornerstone Wealth Group LLC has a BizScore of 61 out of 100. The website audit behind the SEO score ran on October 27, 2026.
- AI Visibility48 out of 100
- SEO70 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 0 of 25 points, Structured Data 8 of 25 points, Content Readiness 26 of 30 points, AI Trust Signals 14 of 20 points.
Website audit sub-scores (out of 100): On-Page 79, Technical 84, Performance 68, Content 50.
Strengths: 6 checks passed. AI Content Blocking, Organization Schema, Q&A Content, AI-Parseable Headings, About/Team Page, XML Sitemap.
Areas to improve: 6 checks. llms.txt (failed), AI Crawler Access (failed), FAQPage Schema (failed), Speakable Schema (warning), Meta Description (warning), Author Signals (warning).
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Browse: Businesses in Tampa, FL · Financial Planner in Florida · Businesses in Florida
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Read by AI engines 3 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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