Do You Have Financial Questions?
Fiduciary Financial Advisors in Greenville, SC
Main – 704 759-8150
TF – 877 859-7990
In uncertain times and a volatile market, Cornerstone is here to answer your questions.
Submit your questions and get an honest response from a Cornerstone financial advisor.
At Cornerstone Wealth Advisors, Greenville, 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.
Meet the Financial Advisor Team in Greenville, SC
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Jonathan Brown, CFP®
Wealth Advisor, Partner
Learn More About Our Greenville Financial 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
In the Greenville 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.
