Cornerstone Wealth
Bank Credit Union
Why pick this one
Cornerstone Wealth provides personalized financial planning with a fiduciary approach, focusing on high-net-worth individuals in Charlotte.
Best for
- high-net-worth individuals seeking comprehensive wealth management
- clients needing help identifying hidden financial risks
- those wanting tailored retirement planning
Look elsewhere if
- individuals with simple financial needs
- clients looking for low-cost investment options
Specialties
- comprehensive financial planning
- risk management
- retirement planning
- investment management
- estate planning
- tax planning
Certifications
- CFP
- AIF
What makes them different
- acts as a fiduciary, always prioritizing the client's best interests
- offers personalized financial planning tailored to individual goals
- provides a holistic view to identify hidden financial risks
- services aimed specifically at high-net-worth individuals
- committed to thorough analysis for comprehensive wealth management
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 3436 Toringdon Way Ste 210, Charlotte, NC 28277
- Phone
- 7047598150
- Website
- https://www.cwgadvisors.com/contact/charlotte-n...
- info@cwgadvisors.com
Services
- financial advisory
- wealth management
- private wealth services