Cornerstone Wealth Group, LLC

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: 106 Kenwood St Belmont, NC 28012 USA

Phone: +1 704 865 0039
FAX: +1 888 556 2693