Business Details
Trusted Fiduciary Financial Advisors in Huntersville, NC
Cornerstone Wealth is a fiduciary financial advisory firm dedicated to providing personalized wealth management solutions. With decades of combined experience, our team of certified professionals prioritizes client interests through tailored financial planning, investment management, and retirement strategies. We specialize in addressing complex financial needs for individuals, families, and business owners, focusing on tax optimization, estate planning, and risk management.Our fiduciary commitment ensures all recommendations align with clients' long-term objectives, supported by rigorous analysis and coordinated advisory services. We empower clients to achieve financial confidence through transparent communication, customized solutions, and ongoing portfolio optimization.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Business Succession Planning
Risk Management
Wealth Transfer Strategies
Executive Compensation Planning
Portfolio Optimization
Highlights and features
- We operate as legally mandated fiduciaries, prioritizing client interests above all.
- Our team includes CFP, CPWA, and AIF certified financial advisors.
- We provide comprehensive wealth management solutions tailored to complex financial situations.
- We coordinate with legal and tax professionals to ensure holistic financial planning.
- We offer personalized investment strategies with active portfolio management.
Associations and certifications
- SEC Registered Investment Adviser
- Certified Financial Planner Board of Standards, Inc.
What people say
Personalized financial strategies
Knowledgeable advisors
Comprehensive planning
Fiduciary commitment
Services
Financial Planning
Our comprehensive financial planning service creates customized roadmaps for long-term financial success. We analyze cash flow, risk management, and investment strategies while coordinating with legal and tax professionals. The process begins with detailed goal assessment followed by implementation of tax-efficient solutions. Ongoing monitoring ensures plans evolve with changing life circumstances and market conditions.
Investment Management
We offer active portfolio management with personalized asset allocation strategies. Our approach combines traditional investments with alternative opportunities to optimize returns while managing risk. Regular performance reviews and rebalancing maintain alignment with financial objectives. We manage both individual and institutional accounts with transparent fee structures and comprehensive reporting.
Retirement Planning
Our retirement planning service addresses both personal and business owner needs through pension analysis, distribution strategies, and required minimum distribution planning. We develop tax-efficient withdrawal plans while coordinating with employer-sponsored plans. Specialized strategies exist for high-earning professionals and business succession scenarios to ensure sustainable income throughout retirement.
Estate Planning
We implement estate planning solutions that minimize tax liabilities and ensure smooth wealth transfer. Services include trust creation, beneficiary designation strategies, and charitable giving frameworks. Our approach coordinates with legal counsel to establish comprehensive legacy plans that reflect personal wishes while maintaining family financial security.
Business Succession Planning
This service prepares business owners for transition through valuation analysis, buy-sell agreements, and succession frameworks. We develop strategies for leadership continuity, equity compensation, and tax-efficient sales. Our planning addresses both family business transitions and third-party sales while ensuring ongoing financial security for owners.
People
Jeff Carbone
Wealth Advisor, Private Wealth Group, Managing Partner
Certified Financial Planner with over 20 years of experience in wealth management, specializing in complex financial planning for high-net-worth individuals and business owners.
Jerett DiMarzio
Wealth Advisor, Private Wealth Group, Partner
Certified Private Wealth Advisor focused on investment strategy development and retirement planning for executives and professional athletes.
Andrew Smith
Wealth Advisor, Private Wealth Group, Managing Partner
Specializes in estate planning and tax optimization strategies, holding both Certified Financial Planner and Chartered Life Underwriter designations.
Jeff Powell
Wealth Advisor, Partner, Private Wealth Group
MBA holder with expertise in business succession planning and corporate retirement plan optimization for entrepreneurs.
Richard Fallon III
Wealth Advisor, Private Wealth Group
Certified Retirement Planning Counselor focusing on retirement income strategies and 401(k) plan management for business owners.
Questions
What services does Cornerstone Wealth offer?
We provide financial planning, investment management, retirement strategies, tax optimization, estate planning, and business succession planning for individuals and business owners.
Are you legally required to act in my best interest?
Yes, as SEC-registered investment advisers, we maintain fiduciary obligations to prioritize client interests in all recommendations.
What credentials do your advisors hold?
Our team includes Certified Financial Planners (CFP), Chartered Life Underwriters (CLU), and Accredited Investment Fiduciaries (AIF).
How do you approach investment management?
We create customized portfolios using active management strategies, combining traditional and alternative investments aligned with risk tolerance and goals.
Do you work with business owners?
Yes, we specialize in business succession planning, executive compensation strategies, and corporate retirement plan optimization for entrepreneurs.
Videos
Reviews (1)
Josh S.
Aug 27, 2020
Report
Alex Barnes at Cornerstone has been a huge asset to my current and future financial situation. I've truly enjoyed working with a someone I trust.
