The Cornerstone Group - UBS Financial Services Inc.
Why pick this one
The Cornerstone Group provides investment advisory, financial planning, and wealth management through an 8-person team with 125 collective years of experience.
Best for
- families seeking comprehensive financial planning
- private wealth management
- corporations and institutions seeking investment advisory
- pension and retirement plan advisory
- clients seeking UBS wealth management resources with local offices
Look elsewhere if
- customers seeking banking, lending, or insurance services rather than investment advisory and wealth management
Specialties
- investment advisory
- financial planning
- wealth management
- private wealth management
- pension plan advisory
- retirement plan advisory
Certifications
- Certified Private Wealth Advisor (CPWA)
- Chartered Retirement Plan Specialist (CRPS)
- Accredited Investment Fiduciary (AIF)
What makes them different
- 8-person team with $2.4 billion in assets under management as of October 2, 2026
- Team members have 125 collective years of wealth management experience
- Advises private clients, corporations, retirement plans, and institutions
- Operates under UBS Financial Services, Inc.
- Timothy Rauwald has received Forbes Best-in-State Wealth Advisor recognition from 2019 through 2026
- Serves
- Chapel Hill, Greensboro, Westfield, Wilmington, Charlottesville
Distilled from this business's own website.
Contact & Location
- Address
- 317 W Barbee Chapel Rd, Chapel Hill, NC 27517
- Phone
- 9199182333
- Website
- https://advisors.ubs.com/cornerstonegroup/?utm_...
- tim.rauwald@ubs.com
Services
- investment advisory
- financial planning
- wealth management
- retirement planning
- institutional financial advice