Business Details
9 Years
experience
Your Trusted Partner for Comprehensive Financial Planning Solutions
At Cornerstone Wealth, we serve as your trusted fiduciary financial partner, dedicated to prioritizing your best interests. With decades of combined experience, our team specializes in personalized financial planning, investment management, and retirement strategies tailored to individuals, executives, and families with complex wealth. We emphasize transparency, ethical guidance, and proactive stewardship to help clients navigate volatile markets, secure their legacies, and achieve long-term financial confidence.Our collaborative approach integrates tax optimization, estate planning, and risk management, ensuring every decision aligns with your unique goals. As a client-focused firm, we prioritize education, clear communication, and enduring relationships to empower informed financial choices. Backed by a commitment to innovation and community engagement, we strive to simplify financial complexity while safeguarding your wealth across generations.
Services
Wealth Management
Retirement Planning
Investment Management
Estate Planning
Tax Optimization
Risk Management
Family Office Services
Executive Financial Planning
Business Succession Planning
Charitable Giving Strategies
Details
- Year established: 2017
Highlights and features
- We act as fiduciaries, legally obligated to prioritize your financial interests.
- Our team offers decades of experience in wealth management and tax strategies.
- Personalized plans integrate retirement, estate, and investment management solutions.
- We specialize in serving executives and families with complex financial needs.
- Proactive stewardship ensures adaptive strategies for evolving market conditions.
What people say
Personalized financial strategies
Fiduciary commitment
Expertise in estate planning
Proactive communication
Tailored investment solutions
Services
Wealth Management
Cornerstone Wealth provides holistic wealth management services tailored to high-net-worth individuals and families. Our approach integrates investment management, tax planning, and estate strategies to preserve and grow wealth across generations. We focus on aligning financial decisions with personal values and long-term objectives while emphasizing risk mitigation and market adaptability. Our team collaborates with clients to create dynamic plans that evolve with changing life circumstances and economic conditions.
Retirement Planning
Our retirement planning services help clients navigate complex decisions about savings, distributions, and tax efficiency. We analyze IRAs, 401(k)s, and pension options to develop sustainable income strategies tailored to individual lifestyles and healthcare needs. By incorporating Social Security optimization and longevity planning, we ensure financial security throughout retirement while minimizing market volatility risks.
Family Office Services
Cornerstone's family office solutions offer comprehensive management of complex wealth, including multigenerational planning, philanthropy coordination, and legacy preservation. We provide concierge-level service for tax compliance, trust administration, and family governance, ensuring seamless wealth transfer while maintaining privacy and discretion for affluent families.
Executive Financial Planning
Designed for executives, this service addresses unique challenges like stock option management, deferred compensation, and executive benefits optimization. We coordinate with corporate HR teams to maximize compensation packages while implementing tax-efficient strategies for wealth accumulation and succession planning specific to leadership roles.
Estate Planning
Our estate planning integrates legal and tax strategies to protect assets and facilitate smooth wealth transfer. Services include trust creation, beneficiary designations, and charitable giving frameworks that minimize estate taxes while honoring clients' philanthropic and familial intentions through coordinated legal and financial solutions.
People
Jeffrey Carbone
Wealth Advisor, Managing Partner
Certified Financial Planner with over 20 years of experience in wealth management, specializing in investment strategies and retirement planning for high-net-worth clients.
Kara Kunz
Certified Financial Planner
Dedicated advisor with expertise in women's financial empowerment, offering personalized guidance on retirement planning and wealth management through life transitions.
Cliff Hodge
Chief Investment Officer
CFA charterholder overseeing portfolio strategy with 15+ years in asset allocation and market analysis, ensuring disciplined investment approaches aligned with client objectives.
Craig Rubrecht
Chief Executive Officer
Seasoned executive leading firm strategy with a focus on fiduciary standards and client-centric innovation, bringing 25 years of wealth management leadership experience.
Andrew Smith
Wealth Advisor, Managing Partner
Specializes in family office services and multigenerational planning, holding multiple certifications including Certified Long-Term Care professional.
Questions
What does it mean that Cornerstone Wealth is a fiduciary?
As fiduciaries, we are legally required to act in your best interest, avoiding conflicts of interest and prioritizing your financial goals over proprietary products or commissions.
What services do you offer for business owners?
We provide business succession planning, executive compensation strategies, retirement plans, and tax optimization tailored to entrepreneurs and corporate leaders.
How do you approach investment management?
Our strategy focuses on diversification, risk management, and long-term growth, customizing portfolios to align with your goals and risk tolerance.
Can you help with retirement planning?
Yes, we offer comprehensive retirement planning, including IRA optimization, pension analysis, and distribution strategies to ensure financial security in retirement.
Do you work with clients outside Charlotte?
Yes, we serve clients nationwide through virtual consultations and digital tools while maintaining local expertise in Charlotte and Tampa.
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