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About Us

At Cornerstone Wealth and Tax Advisory Group, we are dedicated to providing unwavering support for your financial and insurance requirements. Our team is committed to delivering transparent and expert guidance tailored to your individual needs. Learn more about us below.

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Our Core Principles

Safety First
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Reasonable Rate of Return
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Keeping It Simple
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Doug Clancy DBA CSWTA Insurance Solutions • CA Ins Lic # 0G20617

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Douglas A. Clancy, Jr., an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC-registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. CSWTA Insurance Solutions and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by CSWTA Insurance Solutions, CA ins. License #0G20617, and Douglas A. Clancy. Jr., CA Ins. License #0G20617, IN Ins. License #3784426, NV Ins. License #3746478, AZ Ins. License #6378315, MT Ins. License #3002998216, OR Ins. License #6378315, GA Ins. License #670358, FL Ins. License #W217283, and IL Ins. License #6378315 By using this website, you accept our Terms of Use and Privacy Policy. CSWTA’s investment advisory services are available only to residents of the United States in jurisdictions where CSWTA is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of CSWTA’s investment advisory services. Before investing, consider your investment objectives and CSWTA’s fees. CSWTA is not a bank or depository institution licensed in any jurisdiction. Products offered by CSWTA are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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