Cornerstone Financial Partners

  • Financial Services
  • Huntersville NC
  • 39 employees
  • Financial Services
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Company Overview

Headquarters
16810 Kenton Drive Suite 200, Huntersville NC
Website
cwgadvisors.com
Phone
(704) 987-3410
Employees
39
Founded in
2001
Industry
Financial Services
NAICS Code
NAICS Code 524 Companies
NAICS Code 5242 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 64 Companies
SIC Code 6411 Companies
SIC Code 641 Companies
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Financials & Stats

Revenue

$1B

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Who is Cornerstone Financial Partners

Cornerstone Wealth Group, LLC is a wealth management firm based in Huntersville, North Carolina. As a limited liability company, they employ 39 individuals and generate an annual revenue of $1 million. Cornerstone Wealth Group provides comprehensive advice to individuals, families, and businesses seeking to achieve their financial goals. Their core offering is investment advisory services, delivered through a team-based approach that leverages the expertise of their advisors and professional staff. Cornerstone Wealth Group emphasizes independence, transparency, and accountability in their client relationships, building trust and long-lasting partnerships. Cornerstone Wealth Group stands out by offering tailored advice to a diverse clientele, including individuals, families, and businesses. Their commitment to independent advice ensures that clients receive unbiased guidance based on their unique needs and circumstances. For inquiries or to learn more about their services, you can visit their website at cwgadvisors.com.

Company Leadership

Craig Rubrecht

CEO, Partner

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Jeffrey Carbone

Managing Partner

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Edward Wood

Partner

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Joe Sweeney

Managing Partner

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Cornerstone Financial Partners Industry Tags

Retirement distribution strategies
Corporate benefit solutions
Active investment management/ Asset allocation
Estate and Tax planning strategies
Financial Planning
Financial Services
Financial Advisory Services
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Cornerstone Financial Partners Tech Stack

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FAQ

What is the location of Cornerstone Financial Partners's headquarters?
The headquarters of Cornerstone Financial Partners are situated at 16810 Kenton Drive Suite 200, Huntersville NC
What is Cornerstone Financial Partners's phone number?
Cornerstone Financial Partners's contact number is (704) 987-3410.
What is Cornerstone Financial Partners's official website?
The official website of Cornerstone Financial Partners can be found at cwgadvisors.com.
What is Cornerstone Financial Partners's current revenue?
As of January 2015, Cornerstone Financial Partners's annual revenue reached $1B.
How many employees does Cornerstone Financial Partners currently have?
Cornerstone Financial Partners employs approximately 39+ people as of January 2015
Which industries is Cornerstone Financial Partners primarily operating in?
Cornerstone Financial Partners operates in the following industries: Finance, Credit
Who is the CEO, Partner of Cornerstone Financial Partners?
Cornerstone Financial Partners's CEO, Partner is Craig Rubrecht
What are Cornerstone Financial Partners's industry tags?
Cornerstone Financial Partners's industry tags include: Retirement distribution strategies, Corporate benefit solutions, Active investment management/ Asset allocation
When was Cornerstone Financial Partners founded?
Cornerstone Financial Partners was founded in 2001.

Employee Directory

Key Employees

Andrew Smith

Founder & Managing Partner

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Kara Kunz

Relationship Manager

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Terri Fiessinger

Chief Operating Officer

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Karen Guffey

Senior Operations, Private Wealth Group

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Ashley White

Marketing Director

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