Fiduciary Financial Advisors in Charlotte, NC
Are Hidden Financial Risks Costing You?
Inefficiencies in your financial plan can cost you more than you know.
Download our Fiduciary Guide to Protecting Your Wealth and Securing Your Legacy.
Main – 704 759-8150
TF – 877 859-7990
The Hidden Gaps in Your Financial Plan Could Be Holding You Back
Even successful individuals unknowingly lose millions to hidden issues like tax inefficiencies, underperforming investments, and misaligned strategies. These blind spots quietly erode wealth and jeopardize your legacy if left unaddressed.
Building significant wealth is no small feat, but today’s complex financial landscape demands the expertise of a financial advisor for wealth management and guidance. Without a holistic view, growth opportunities are missed, and vulnerabilities remain. Addressing these inefficiencies isn’t just about protection—it’s about making your wealth work harder and aligning your financial plan with your highest goals.
At Cornerstone Wealth Advisors, Charlotte, we go out of our way to be great neighbors.
Our Commitment to Our Clients: Understanding Our Fiduciary Approach
As a fiduciary, we will always act in your best interest and remain passionate about helping you achieve financial success.
We actively listen to your individual needs to provide you with the best possible, personalized solution.
We are thorough and conscientious in performing our responsibilities to deliver exceptional service efficiently and on time.
Unlock the Full Potential of Your Financial Legacy
Your financial legacy deserves more than just maintenance—it thrives when every opportunity is maximized, and every risk is mitigated. At Cornerstone, we help you uncover financial blind spots that can quietly erode your wealth and show you how to address them effectively. From implementing tax-efficient strategies to safeguarding your wealth against costly mistakes, our approach ensures that your plan is as optimized and resilient as possible.
With actionable steps explicitly tailored for high-net-worth individuals, we give you the clarity and confidence to take control of your financial future. Start unlocking the full potential of your legacy today—download our free guide to uncover these hidden risks and take the first step toward greater financial security.
Learn More About Our Charlotte Services
• Budget and cashflow analysis
• Budget and goal oriented savings
• Tax diversified savings strategies
• Account aggregation
• Establish net worth
• Balance sheet
Risk Management & Insurance
• Evaluate current coverage
• Design and implement life, disability & long-term care
• Review health, property, auto & umbrella coverage
• Evaluation of IRAs, Roth IRAs, defined contribution & benefit plans
• Analysis of retirement plan & pension distribution options
• Calculate & administer RMD
• Review of retirement offers from employers
• Consolidate and/or aggregate investment accounts
• Design the proper asset allocation
• Investment research & portfolio construction
• Portfolio reviews
• Assistance with estate planning documents
• Review & make recommendations for account ownership and beneficiaries
• Education & advice for charitable giving
• Wealth transfer strategies
• Provide tax reduction savings & distribution considerations
• Tax-efficient investment considerations
Meet the Financial Advisor Team in Charlotte, NC
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Edward Wood, CFP®, AIF®
Wealth Advisor, Partner
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Rachel Posner, CFE, AIF®
Chief Compliance Officer
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Annabeth Wilkes
Relationship Manager
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Cameron Meares
Investment Analyst
In the Community
Join us in our mission to build sustainable community growth and drive meaningful change. Together, we can make a lasting impact that transforms lives and fosters prosperity for all. *Here are some of the organizations we proudly support in alignment with our core values.
*Cornerstone Wealth is not directly affiliated with any of these organizations.
Get Started With a 15 Minute Consultation
In uncertain times and a volatile market, Cornerstone is here to answer your questions.
Ask your questions in our Cornerstone Financial Stride Assessment and find out how you can walk with greater financial confidence.
Explore Our Fiduciary Financial Planning Resources in Charlotte, NC
