Cornerstone Wealth
Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations.
The founders of Cornerstone Wealth share a passion for helping clients pursue their financial goals. Since our inception, we have proudly offered independent and unbiased advice with focus on building lasting client relationships. Today, we offer comprehensive wealth management services through our team of advisors and other professionals in related industries. Prior to forming the company, the partners managed individual practices while working together at a former brokerage firm. As their practices grew, they realized the value of working together and formed a team. With various backgrounds in the wealth management industry, each member brought a different perspective and skill set to the team. Each partner shared a vision of building a world-class wealth management firm and officially incorporated in 2003. Cornerstone Wealth understands the importance of objective advice, so we have remained independent advisors, offering non-proprietary wealth management services. Over the years, the firm has built a solid reputation in the wealth management industry, and we continue to hire experienced and talented individuals to better serve our clients.
Address: 10706 Sikes Pl #375, Charlotte, NC 28277 USA
Phone: +1 704 987 3410
FAX:
