Find Your Financial Stride

Dynamic Financial Planning Strategies

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Fiduciary Financial Advisors

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Dynamic Financial Planning Strategies | Fiduciary Financial Advisors |

Stop Wondering What You’re Missing

You work hard and expect your money to do the same. You need to ask the tough questions to a financial partner who has your best interest in mind. 

  • How should I plan for my future?

  • How do I manage in such a volatile financial market?

  • How do I secure the wealth I’ve worked so hard for? 

  • What are my retirement options over the next few years?

Cornerstone Wealth’s fiduciary financial advisors are here to help answer all your questions.

Wealth Advisor in Charlotte NC meeting with a couple
Wealth Advisors Cornerstone Wealth

The Extra Mile

Cornerstone Wealth is a fiduciary. As a fiduciary, we are required to act in your best interest. Our team takes great care in guiding clients towards achieving their goals.

Financial Wealth Advisors in North Carolina

A Different Path

Our team of fiduciary financial advisors are committed to always work with your financial future in mind. That often means creative solutions. Together, let’s talk about what might be missing from your current plan.

Fiduciary Wealth Advisors Cornerstone Wealth

A Race Well Run

Make the most of your life by avoiding financial regrets. A sound financial strategy can pave the way towards your aspirations. At Cornerstone, we serve as your trusted financial guide to help you embark on a successful financial journey.

How It Works


Schedule a Consultation

Discover your potential by taking the first step with Cornerstone Wealth. By engaging with one of our advisors, you can determine whether we’re the right fit for you and your needs.

1


Set Goals, Create a Plan

Clear direction is vital in recognizing achievement. Partner with us to crystallize your aspirations and develop a roadmap that leads you towards your desired destination.

2


Find Your Unique Stride

With a clear destination in mind, a well-crafted plan, and the right partner, you can confidently make strides towards realizing your best financial life.

3

Our Services

Discover the Cornerstone Wealth difference with our customizable offerings.

  • • Budget and cash flow analysis

    • Budget and goal oriented savings

    • Tax diversified savings strategies

    • Account aggregation

    • Establish net worth

    • Balance sheet

  • • 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

  • • Consolidate and/or aggregate investment accounts

    • Design the proper asset allocation

    • Investment research & portfolio construction

    • Portfolio reviews

  • • Evaluation of the global economy

    • Asset class & sector analysis

  • • Analyze employment offers

    • Explanation of employer benefits

    • Evaluation of stock options & restricted stock

    • Deferred compensation savings & distribution advice

  • • Analyze debts & assess lending opportunities

    • Evaluation of financial options

  • • Evaluate current coverage

    • Design and implement life, disability & longterm care

    • Review health, property, auto & umbrella coverage

  • • Provide tax reduction savings & distribution considerations

    • Tax-efficient investment considerations

  • • Evaluation of savings vehicle (college services, education IRA, savings bonds, etc.)

  • • Assistance with estate planning documents

    • Review & make recommendations for account ownership and beneficiaries

    • Education & advice for charitable giving

    • Wealth transfer strategies

Confidence Comes From Customer Focus

At Cornerstone, we know you want to be confident that you made the best financial choices for your future. In order to do that you need a partner to help you navigate your financial options and provide creative alternatives that meet your goals. 

That’s why Cornerstone advisors bring you the best options and guidance for your finances in a clear and concise way so you’ll be able to make financial decisions that are right for you and build confidence in your future.

Cornerstone Wealth Happy Client

When Catherine* and her husband started working with Cornerstone over a decade ago, they were at the peak of their careers and were just afraid of missing out on planning for their future. Today they are happily retired and enjoy their continued partnership.

Not Ready to Schedule a Consultation?

Take our free evaluation: What Your Walk Says About Your Finances

*Hypothetical situation presented for illustrative purposes only. This story does not describe an actual client experience or client testimonial. The information is presented to illustrate our experience and the types of clients we help.