Cornerstone Wealth Planning
Financial Advising
Why pick this one
Cornerstone Wealth Planning offers comprehensive wealth management services and is committed to acting in the best interests of their clients.
Best for
- individuals seeking comprehensive financial planning
- clients looking for investment management and tax planning
Look elsewhere if
- clients requiring low-cost, basic financial services
- those seeking quick, one-time financial advice without ongoing management
Specialties
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Retirement Planning
Certifications
- CERTIFIED FINANCIAL PLANNER ™
- Accredited Investment Fiduciary®
What makes them different
- They offer a 45-minute Discovery Meeting to understand client situations
- They are fiduciaries and must act in clients' best interests
- Comprehensive planning that includes net worth statements and cash flow analysis
- Serves
- Charlotte, Matthews, Belmont, High Point
Distilled from this business's own website.
Contact & Location
- Address
- 7810 Ballantyne Commons Pkwy, Charlotte, NC 28277-0876
- Phone
- +17048490123
- Website
- https://cornerstone4planning.com/
- cknight@cornerstone4planning.com
Services
- Wealth Management
- Financial Planning
- Tax Services