Cornerstone Wealth Advisors, LLC
Why pick this one
Cornerstone Wealth Advisors, LLC provides retirement distribution, Social Security, healthcare, and legacy planning from its Pinehurst, North Carolina office.
Best for
- Retirees needing retirement income and Social Security planning
- Families planning wealth transfer, education expenses, or retirement
- Business owners evaluating business value, succession, retirement benefits, or tax-aware planning
- Foundations and nonprofits needing investment consulting and fiduciary process development
- Women investors seeking proactive financial planning and investing guidance
Specialties
- Retirement income and distribution strategies
- Social Security planning
- Healthcare and long-term care planning
- Legacy and wealth transfer planning
- Business valuations
- Nonprofit fiduciary process development
- Investment policy statements
- Investment portfolio development
Certifications
- Raymond James
What makes them different
- Serves business owners with business valuation, retirement benefits, risk management, banking and lending, and investment management services
- Provides nonprofit and foundation support including fiduciary process development, investment policy statements, investment consulting, and committee education
- Offers retirement planning covering distribution strategies, Social Security, healthcare, longevity, and legacy planning
- Provides families and individuals with retirement, wealth management, legacy, risk management, education, and banking and lending services
- Located at 125-B Applecross Rd. in Pinehurst, North Carolina
Distilled from this business's own website.
Contact & Location
- Address
- 125 Applecross Rd Ste B, Pinehurst, NC 28374
- Phone
- 9107580101
- Website
- https://www.cornerstonewealthadv.com/
Services
- Financial planning
- Wealth management
- Investment management
- Retirement planning
- Estate and legacy planning
- Risk management
- Education planning
- Banking and lending
- Business financial planning
- Nonprofit investment consulting