Fiduciary Financial Advisors in Huntersville, 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 – 704 987-3410
TF – 800 738-6734
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, Huntersville, 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 Huntersville 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
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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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• Evaluate current coverage
• Design and implement life, disability & long-term care
• Review health, property, auto & umbrella coverage
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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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• Business Owner Exit Planning
• Business Continuity Planning
• Group Benefits
• Retirement Plan Consulting
• Executive Benefits Planning
• Financial Planning for Non-Profits
• Tax Considerations on Investments
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Meet the Financial Advisor Team in Huntersville, NC
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Craig Rubrecht
Chief Executive Officer, Managing Partner
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Jeff Carbone, CFP®, AIF®
Wealth Advisor, Private Wealth Group, Managing Partner
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Terri Fiessinger
Chief Operating Officer
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Andrew Smith, CFP®, AIF®, CLTC®
Wealth Advisor, Private Wealth Group, Managing Partner
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Jerett DiMarzio, CFP®, CPWA®
Wealth Advisor, Private Wealth Group, Partner
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Jeremy Grant, CFP®
Wealth Advisor, Partner
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Ashley White
Director of Marketing
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Richard Fallon III, CFP®, CRPC®
Wealth Advisor, Private Wealth Group
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Kara Kunz, CFP®
Wealth Advisor
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Matt Moyzis, CFP®, CAIA®
Wealth Advisor
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Matthew Sandberg, CFP®
Wealth Advisor, Private Wealth Group
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Andrea Pine, AIF®
Retirement Plan Advisor
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Cyndi Cross
Senior Manager, Private Wealth Group
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Robert Benton
Technology Platform Administrator
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Shari DeStefano
Manager of Client Services
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Jennifer Hollifield, FPQP®
Senior Client Services Associate
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Karen Guffey
Senior Operations Associate, Private Wealth Group
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Sean Bandazian
Senior Investment Analyst
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Julie Indovino
Front Office Administrator
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Gretchen Monteleone
Accountant
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Cynthia Reese
Operations Associate
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Jason Rippy
Compliance Specialist
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Arin Walker
Client Services Associate
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Tiffany Welshans
Client Services Associate
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Jessica Abraham
Client Services Associate
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.
Cornerstone 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 Free 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.