Craig Rubrecht

As Chief Executive Officer, Craig Rubrecht manages Cornerstone Wealth, articulating the vision and guiding strategy for our rapidly growing wealth management, investment management and 401k and business services firm.

Craig’s substantial breadth of experience, 27 years in the industry, serves as the cornerstone to his deep understanding of large industry trends as well as individual clients’ needs. In his practice, Craig specializes in retirement planning, partnering with individuals and business owners and small to medium-sized corporations. Craig is widely recognized for his acumen in the design of defined contribution and defined benefit plans. He particularly enjoys the development of continuity and succession plans for private business owners.

Craig started his career in 1995 with First Union National Bank in the international currency division. In 1996 Craig embraced an opportunity to become a financial advisor with American Express Financial Advisors. Craig’s ascending career led him to Prudential Securities in 1999 as Manager of Financial Planning. Craig enjoyed four years at Prudential in a variety of positions including Branch Manager, Director of Training and Development, Sales Manager and District Manager, each with increasing managerial responsibility. In 2003 the three founding partners of Cornerstone Wealth invited Craig to join the firm as the fourth Senior Partner, responsible for strategic planning. The partnership elected Craig Chief Executive Officer of Cornerstone in 2015.

Craig has been married since 1999 and has two beautiful children. Outside of work, Craig enjoys running, golf, lacrosse and playing the guitar. Don’t be surprised to find Craig playing classic rock guitar at local hotspots with his band.

Craig is a member of the Financial Planning Association (FPA) He loves to stay involved in the community where he supports the Hope House, the Cornelius Animal Shelter, and other local charities.