Fiduciary Financial Advisors in Huntersville, NC
Do You Have Financial Questions?
Main – 704 987-3410
TF – 800 738-6734
In uncertain times and a volatile market, Cornerstone is here to answer your questions.
Submit your questions and a get an honest response from a Cornerstone financial advisor.
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 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.
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
Cornerstone in the Huntersville 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.
