Financial Advisors in Charlotte
Find Your Financial Stride with
Financial Planning in Charlotte, NC
Main – 704 759-8150
TF – 877 859-7990
At Cornerstone Wealth Advisors, Charlotte, we go out of our way to be great neighbors.
Our Commitment to Our Clients
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 in order to provide you with the best possible, personalized solution.
We are thorough and conscientious in performing our responsibilities to deliver exceptional service in an efficient and timely manner.
Don’t Just Walk, Stride With Confidence
Take our free evaluation: Cornerstone Financial Stride Assessment and find out how you can walk with greater financial confidence.
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
Learn More About Our Charlotte Services
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Budget and cash flow analysis
Budget and goal oriented savings
Tax diversified savings strategies
Account aggregation
Establish net worth
Balance sheet
Learn more about our comprehensive financial planning services.
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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
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Consolidate and/or aggregate investment accounts
Design the proper asset allocation
Investment research & portfolio construction
Portfolio reviews
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Assistance with estate planning documents
Review & make recommendations for account ownership and beneficiaries
Education & advice for charitable giving
Wealth transfer strategies
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• Evaluate current coverage
• Design and implement life, disability & long-term care
• Review health, property, auto & umbrella coverage
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Individual tax returns
Compliance
Annual Tax Planning
Responsive Support
Estate Planning Collaboration
Trust and Business Returns
State Tax Planning
Learn more about our tax planning services.
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• Evaluation of savings vehicle (college services, education IRA, savings bonds, etc.)
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• Analyze employment offers
• Explanation of employer benefits
• Evaluation of stock options & restricted stock
• Deferred compensation savings & distribution advice
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• Trust and Estate Planning
• Family Governance and E
ucation
• Philanthropy
• Next Generation Wealth Transfer Strategies
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.
