Cornerstone Wealth Group offers fiduciary financial planning for dentists, including retirement plans, tax strategy, and equity compensation.

The company provides strategic financial planning tailored to high-earning women.

Cornerstone Wealth Group publishes expert insights and articles on wealth management, financial planning, and market updates.

Cornerstone Wealth Group delivers financial planning, investment management, and estate services for high-net-worth individuals.

The company offers a Divorce Financial Planning Checklist for financial guidance for newly divorced women.

Cornerstone Wealth Group offers wealth management, estate planning, and tax planning services for high-net-worth individuals and business owners.

Spring has a way of bringing things back into focus.

Andy Smith, CFP, CExP, founding Managing Partner of Cornerstone Wealth in Huntersville, NC, advises families, executives and business owners.

Craig Rubrecht, CFP, is CEO of Cornerstone Wealth in Huntersville, NC, leading its wealth management, investment management, 401(k) and business services.

Our fiduciary financial advisors are committed, caring, and collaborative ensuring your financial goals are met and exceeded.

Jeffrey Carbone, CFP, AIF, founding Managing Partner of Cornerstone Wealth in Huntersville, NC, has offered planning and money management since 1991.

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.

The Cornerstone Wealth FAQ page addresses questions about services, team expertise, and client relationships.

Cornerstone Advisors in Charlotte, NC, creates customized financial plans to help clients reach their goals.

Cornerstone Wealth Group serves executives, dentists, physicians, and high-net-worth families across multiple states.

Cornerstone Wealth Group serves executives, dentists, physicians, and high-net-worth families across multiple states.

Cornerstone Wealth Group launches a new office in Atlanta, offering fiduciary financial planning services to families, professionals, and business owners. The firm provides personalized wealth management at 3372 Peachtree Road, Suite 115. Services target tailored financial strategies for clients in the Atlanta area.

Aug 2026Cornerstone WealthNews article

Cornerstone Wealth Group acquires Sutton Wealth Advisors to expand its wealth management services. The deal combines Cornerstone’s established platform with Sutton’s advisory expertise. Both firms operate in the financial advisory sector, targeting high-net-worth clients.

Dec 2023IM DealsNews article

Focus Financial Partners merges Sutton Wealth Advisors with its partner firm Cornerstone Wealth Group. The deal expands Cornerstone’s client base and advisory capabilities under the Focus network. Both firms operate as independent, fiduciary wealth management entities.

Dec 2023Connect MoneyNews article

Cornerstone Wealth Group marks its 20th anniversary as a fiduciary financial advisory firm based in Huntersville, North Carolina. The company has expanded from four founding partners to over 35 employees across five locations in the Carolinas. The firm continues to grow its financial services team as part of its long-term development.

Apr 2021PR NewswireNews article