Financial Advisors in Huntersville
Find Your Financial Stride with
Financial Planning in Huntersville, NC
Main – 704 987-3410
TF – 800 738-6734
At Cornerstone Wealth Advisors, Huntersville, 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.
Learn More About Our 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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Business Continuity Planning
Group Benefits
Executive Benefits Planning
Financial Planning for Non-Profits
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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.
Meet the Financial Advisor Team in Huntersville, NC
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Craig Rubrecht
Chief Executive Officer, Managing Partner Cornerstone Wealth Huntersville NC
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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®, Partner, Cornerstone Wealth Huntersville NC
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® Huntersville NC
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.
