Cornerstone Wealth Group, LLC
Financial ServicesView the employees at
Cornerstone Wealth Group, LLC-
Kara Kunz, CFP® We optimize people’s financial lives.
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Davidson, North Carolina, United States
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Top 5%
Will Russell Cornerstone Wealth - Business Development Officer-
Delray Beach
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Top 5%
Cyndi Cross Senior Manager, Private Wealth Group at Cornerstone Wealth Group, LLC-
Huntersville
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Rising Star
Edward Wood, CFP®AIF® CERTIFIED FINANCIAL PLANNER™ “Practitioner", Partner at Cornerstone Wealth Group, LLC-
Top 5%
Jeffrey Carbone CERTIFIED FINANCIAL PLANNER™ Practitioner, Branch Manager and Founding Member at Cornerstone Wealth Group, Inc.-
Top 5%
Overview
Cornerstone Wealth Group, LLC is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth a SEC registered investment adviser.
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