Charting Unexplored Frontiers

Cornerstone Wealth partners with Fidelity to embark on the unique client financial journey. Our team of seasoned advisors combines niche knowledge with personalized guidance to work through the complexities of wealth management with confidence.

For Fidelity associate use only. Not for client distribution.

  • Building Generational Wealth

    A family first engaged Cornerstone Wealth through Fidelity Wealth Advisor Solutions with $500,000 in alternative investments. Impressed by the firm’s performance and proactive planning, they soon consolidated $5.5 million in total assets. Their positive experience led them to refer both a sibling and parents, bringing multi-generational assets under Cornerstone’s management. Today, Cornerstone Wealth supports the family with comprehensive advice across investments, tax strategy, and wealth transfer—building trust that spans generations.

  • Comprehensive Support & Lasting Peace of Mind

    A recently retired client, referred by Fidelity Wealth Advisor Solutions, started with a $225,000 alternative investment. Through proactive planning—including Roth conversion strategies—and consistent personal outreach during a serious health diagnosis, Cornerstone Wealth earned the client’s confidence. The family steadily consolidated more assets with the firm, soon reaching $5 million total from multiple institutions. The knowledge that his spouse would have a single trusted contact in uncertain times provided critical peace of mind, highlighting Cornerstone Wealth’s caring, comprehensive approach.

  • Turning Trust into a Two-Way Street

    A referral from the Fidelity WAS program turned into a full-circle success story. After assisting the initial client, our team earned a second referral from the same family—this time, their parents. In a strong display of partnership and trust, we referred the parents back to our original contact, creating a rare “reverse referral.” The loop was officially closed this week, highlighting the value of reciprocal relationships and the confidence our partners have in our process.

Why Partner with Cornerstone Wealth?

Always Accessible. Always Engaged.
In the fast-paced financial world, responsiveness matters. At Cornerstone Wealth, we pride ourselves on being continuously accessible to you and your clients—delivering answers, strategic input, and quick pivots exactly when you need them.

Transparent, Open Communication.
We believe great partnerships are built on trust and clarity. That’s why you’ll always be in the loop. We keep communication lines open and transparent, ensuring seamless collaboration and fully informed decisions at every stage.

Innovative, Tailored Solutions.
Each client is unique—and so are our strategies. Our team is passionate about seeking out new ideas and customizing creative solutions that go beyond the ordinary. When you refer to Cornerstone, you offer access to fresh perspectives that drive real results.

Support That Goes the Extra Mile.
Your success is a shared goal. We provide hands-on support with research, tailored advice, and implementation, empowering you to deliver value and exceed your clients’ expectations—every time.

Resources

  • Learn about Cornerstone Wealth

    CLICK HERE

  • Get to know the Cornerstone Wealth team and our dynamic offerings.

    CLICK HERE

  • Cornerstone Wealth solutions for Fidelity and clients

    New edition (as of 8/8/24) - CLICK HERE

  • See our list of services for individuals and businesses.

    CLICK HERE

  • Learn more about our tax service offerings.

  • Click here to discover real-life success stories that ignite our team.

  • Check out our offerings through our partner company, Focus Financial

    CLICK HERE

  • Recent Market Commentary by our Chief Investment Officer, Cliff Hodge and Managing Partner, Jeff Carbone

    CLICK HERE

  • Portfolio fact sheets designed by our Investment Management Team

    CLICK HERE

  • Check out CWG's Liquid Alternatives here.

  • Quick summary on concentrated stocks from the CWG team

    CLICK HERE

  • Detailed whitepaper on concentrated stocks

    CLICK HERE

  • Click Here for a piece on our concentrated stock options

  • As a Fidelity representative, understanding the unique financial needs of business owners is paramount for delivering tailored wealth management solutions. Click here to learn more.

  • View Presentation Here.

Your Fidelity WAS Team

  • A smiling middle-aged man with short, light-colored hair dressed in a navy suit and white shirt, standing against a plain gray background.

    Will Russell

    Business Development Officer

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  • A middle-aged man with light skin and brown hair, wearing a dark blazer and a light blue collared shirt, standing against a plain grey background.

    Joe Sweeney

    Director of Business Solutions, Partner

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  • Professional headshot of a smiling bald man wearing a black suit and light blue shirt against a plain gray background.

    Craig Rubrecht

    Chief Executive Officer, Partner

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  • A man in a blue checkered blazer with a white shirt standing against a neutral background.

    Andrew K. Smith

    Wealth Advisor, Partner

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  • A man in a blue suit jacket and light blue collared shirt standing against a plain grey background.

    Jeffrey A. Carbone

    Wealth Advisor, Private Wealth Group, Partner

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  • A man in a gray checkered suit with a white shirt, smiling and facing forward, standing against a plain light gray background.

    Cliff Hodge

    Chief Investment Officer, Partner

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  • Headshot of a smiling man in a white collared shirt and navy blazer against a plain light green background.

    Matt Moyzis

    Wealth Advisor

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  • Professional man wearing a navy suit and red tie, smiling in front of a gray background.

    Richard Fallon, III

    Wealth Advisor

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  • Professional headshot of smiling man with light hair, wearing a white shirt and a blue plaid blazer, against a plain light background.

    Matthew Sandberg

    Wealth Advisor

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  • Jon Brown

    Jon Brown

    Wealth Advisor, Partner

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  • Jeff Powell

    Jeff Powell

    Wealth Advisor, Partner

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  • Jerett DiMarzio

    Jerett DiMarzio

    Wealth Advisor, Partner

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  • Jared McDaniel

    Jared McDaniel

    Wealth Advisor

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  • Kara Kunz

    Kara Kunz

    Wealth Advisor

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  • A man with brown hair, wearing a white dress shirt and navy blazer, smiling against a plain gray background.

    Ed Wood

    Wealth Advisor, Partner

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Part of the Community

At Cornerstone Wealth, we hold a strong belief in the importance of contributing to our local community and actively giving back. That's why our team members participate in various ways and sit on boards for organizations like:

  • Veterans Affairs

  • Lake Norman Humane Society

  • Dillard University (New Orleans, LA - HBCU)

  • Aiken Child Advocacy Center

  • Ada Jenkins Center

  • Hope House

  • Jewish Community Center of San Francisco, CA

  • Preservation Hall Foundation of New Orleans, LA