Private Wealth Management for Generational Success
Tailored Financial Planning
Unlock what’s possible—discover and address your financial gaps with bespoke Private Wealth Services designed for clarity, confidence, and long-term growth.
Family Wealth Planning
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Gap Analysis
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Greater Confidence
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Family Wealth Planning | Gap Analysis | Greater Confidence |
What Is Your Financial Plan Missing?
Have you been wondering what opportunities you might be missing? Are there any gaps in your wealth planning? Are you handling market volatility appropriately? Stop wondering and ask our partners what they see.
Even seasoned investors can find that their financial strategies have critical gaps. In today’s changing environment, it’s easy to overlook evolving risks, new tax complexities, or opportunities for greater legacy impact.
This is where expert guidance from a dedicated private wealth advisor can make all the difference. With the right private wealth management company and a dynamic financial plan, you can grow your assets and uncover gaps that your current financial plan may have:
Overlooked tax strategies that preserve more of your wealth
Legacy structures that truly reflect your wishes
Advanced investment solutions tailored for complex portfolios
Proactive risk assessments to safeguard your achievements
Comprehensive private wealth services go beyond the basics. They bring a level of insight and precision designed to close the gaps, allowing you to gain financial confidence, clarity, and peace of mind for yourself and the next generation.
A True Fiduciary Partner: Experience Private Wealth Management at Its Best
Cornerstone Wealth is dedicated to helping individuals and families like you see what others miss and explore what others may not even consider.
As a leading private wealth management company, we build our business around our clients and make their goals our priority. Starting with our structure as a fiduciary and ensuring our culture is defined by people who genuinely care.
At Cornerstone, our team of experienced private wealth advisors brings deep expertise, sophisticated analysis, and a genuine commitment to your financial priorities.
We exist not just to manage assets, but to illuminate opportunity—closing critical gaps so you can move forward with confidence.
You are the architect of your own legacy. We're here to empower your vision, offering the clarity, insight, and support you need to protect and advance your wealth for generations.
Enjoy your future
Gain Confidence
Through curiosity, coupled with collaboration and commitment we help clients unearth greater financial opportunities.
Dream Big
After working with the Cornerstone Team, clients start to enjoy dreaming big about the possibilities.
Plan Right
As the dream grows, the right plan is critical. The Cornerstone team helps optimize planning and coordinates with client’s teams of lawyers, accountants and other advisors to provide accountability and guidance throughout each step of the plan.
What Does Your Plan Need Now?
Private Wealth Services Custom-Built for You
No two financial journeys are the same.
At Cornerstone Wealth, our private wealth advisors deliver personalized wealth management that adapts to your evolving goals, investments, and family needs. We start by truly listening, then apply rigorous analysis and proven expertise to deliver solutions without compromise.
With our custom-built private wealth management services, you receive:
Investment Management
Investment Strategy & Research
Customized Portfolios and Asset Allocation
Internal and External portfolios
Private and Alternative Investment offerings
Wealth Advisory Services
Risk Management
Life Management & Budgeting
Family Office Services
Bill Pay and accounting Services
Private Banking and Lending Services
Reporting and Record Keeping
Fiduciary Services
Legacy Planning
Trust and Estate Planning
Family Governance and Education
Philanthropy
Next Generation s
*Some services are offered through third-party relationships.
Authentic Curiosity Leads to Caring
We build our business around our clients and make their goals our priority. It starts with our structure as a fiduciary—legally and ethically committed to putting our clients’ interests first. But beyond structure, it’s our culture that sets us apart.
We’ve built a team of people who genuinely care—who listen, engage, and work collaboratively to help clients navigate complex financial decisions with clarity and confidence. Every recommendation we make is rooted in understanding what matters most to the individuals and families we serve.
Clara and her husband were ready to retire but didn’t want to do it alone. They kept encouraging their friends to retire, but their friends weren’t confident they could. After meeting with Cornerstone on Clara’s recommendation, both couples are happily retired and travel together to new destinations each year.
Get Started with Our Private Wealth Management Firm
Meet and See
Schedule a consultation and meet with our team. You’ll discover our authentic passion for serving clients.
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Create a Plan
Let’s work together to unearth your goals and dreams and create a comprehensive plan to achieve them.
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Gain Confidence
We walk with you every step of the way, monitoring and optimizing your plan to address your needs.
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We Help You Find Your Stride
At Cornerstone Wealth, we know you want to be a wise provider for your family and their future. In order to do that you need a financial guide to help you answer questions, make the right choices and plan well.
The problem is, every financial advisor you talk to seems to have their own agenda, doesn’t answer your questions, and that makes you feel like they don’t care.
We believe it is an honor to be chosen as your financial advisor. We understand that means we only reach our goals when you first reach yours. This is why we structured our business as a fiduciary to put you first.
It’s why we build a culture of mutual respect amongst clients and team members.
Don’t Just Walk, Stride With Confidence
Take our free evaluation: Cornerstone Financial Stride Assessment and find out how you can walk with greater financial confidence.
Meet the Private Wealth Team
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Jeff Carbone, CFP®, AIF®
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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Andrew Smith, CFP®, AIF®, CLTC®
Wealth Advisor, Private Wealth Group, Managing Partner
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Jeff Powell, CFP®, MBA
Wealth Advisor, Partner, Private Wealth Group
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Richard Fallon III, CFP®, CRPC®
Wealth Advisor, Private Wealth Group
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Rodney Wendt, CFP®
Wealth Advisor
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Matthew Sandberg, CFP®
Wealth Advisor, Private Wealth Group
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Cyndi Cross
Senior Manager, Private Wealth Group
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Karen Guffey
Senior Operations Associate, Private Wealth Group
*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.