Financial Advisors in Charlotte, NC

Do you have financial questions?

Main – 704 759-8150
TF – 877 859-7990

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.

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.

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Meet the Financial Advisor Team in Charlotte, NC

  • Edward Wood, CFP®, AIF®

    Edward Wood, CFP®, AIF®

    Wealth Advisor, Partner

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  • A woman with long brown hair, wearing a purple top and a pearl necklace, smiling and looking at the camera against a plain light gray background.

    Rachel Posner, CFE, AIF®

    Chief Compliance Officer

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  • Professional woman with long red hair, wearing a black blazer and blue blouse, smiling against a plain gray background.

    Annabeth Wilkes

    Relationship Manager

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Learn More About Our Services

  • • Budget and cash flow analysis

    • Budget and goal oriented savings

    • Tax diversified savings strategies

    • Account aggregation

    • Establish net worth

    • Balance sheet

  • • 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

  • • Evaluate current coverage

    • Design and implement life, disability & long-term care

    • Review health, property, auto & umbrella coverage

  • • 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

  • • Evaluation of savings vehicle (college services, education IRA, savings bonds, etc.)

  • • Analyze employment offers

    • Explanation of employer benefits

    • Evaluation of stock options & restricted stock

    • Deferred compensation savings & distribution advice

  • • 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.

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*Cornerstone Wealth is not directly affiliated with any of these organizations.

Get Started With a 15 Minute Consultation

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Our Charlotte Office