Craig Rubrecht

As Chief Executive Officer of Cornerstone Wealth, I focus on guiding the vision and strategy behind our dynamic and growing wealth management, investment management, and business services firm. With over 27 years of experience in the financial services industry, I bring a deep understanding of both large-scale market trends and the specific, individualized needs of our clients. My expertise lies in retirement planning, where I work closely with individuals, business owners, and small to medium-sized corporations, specializing in the design of defined contribution and benefit plans as well as continuity and succession planning for private business owners.

My career began in 1995 in the international currency division at First Union National Bank. Soon after, I transitioned to financial advising with American Express Financial Advisors in 1996. In 1999, I joined Prudential Securities, taking on increasingly senior roles including Manager of Financial Planning, Director of Training, Sales Manager, and District Manager. Each role shaped my understanding of leadership, client service, and strategic growth. In 2003, I was honored to join Cornerstone Wealth as the fourth Senior Partner, focusing on strategic planning, and in 2015, I was elected Chief Executive Officer—a role that allows me to bring our mission to life for clients and team members alike.

Outside of Cornerstone, my life is centered around my family and hobbies that bring me joy. My wife and I have been happily married since 1999, and we are the proud parents of two wonderful children. When I’m not in the office, you’re likely to find me running, playing golf or lacrosse, or spending time with my guitar. As a lifelong music enthusiast, I love playing classic rock at local hotspots with my band. Giving back to the community is equally important to me—I stay actively involved with organizations like the Net Positive Consortium as a founding member. Whether building Cornerstone’s future or supporting my community, I’m passionate about fostering meaningful connections and driving positive change.