Tailored Financial Planning
Family Wealth Planning
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Gap Analysis
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Greater Confidence
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Family Wealth Planning | Gap Analysis | Greater Confidence |
What Is Your Financial Plan Missing?
Have you been wondering what opportunities you might be missing? Are there any gaps in your wealth planning? Stop wondering and ask our partners what they see. We specialize in helping private wealth clients close the gaps in their financial plan and gain greater security and confidence.
Don’t Just Walk, Stride With Confidence
Take our free evaluation: Cornerstone Financial Stride Assessment and find out how you can walk with greater financial confidence.
Enjoy your future
Gain Confidence
Through curiosity, coupled with collaboration and commitment we help clients unearth greater financial opportunities.
Dream Big
After working with the Cornerstone Team, clients start to enjoy dreaming big about the possibilities.
Plan Right
As the dream grows, the right plan is critical. The Cornerstone team helps optimize planning and coordinates with client’s teams of lawyers, accountants and other advisors to provide accountability and guidance throughout each step of the plan.
Private Wealth Services
Investment Management
Investment Strategy & Research
Customized Portfolios and Asset Allocation
Internal and External portfolios
Private and Alternative Investment offerings
Family Office Services
Bill Pay and accounting Services
Private Banking and Lending Services
Reporting and Record Keeping
Fiduciary Services
Wealth Advisory Services
Tax Planning Strategies
Risk Management
Life Management & Budgeting
Business Sucession & Exit Planning
Legacy Planning
Trust and Estate Planning
Family Governance and Education
Philanthropy
Next Generation Wealth Transfer Strategies
*Some services are offered through third-party relationships.
An Authentic Curiosity Leads to Caring
We build our business around our clients and make their goals our priority. Starting with our structure as a fiduciary and making sure our culture is defined by people who care.
Clara and her husband were ready to retire but didn’t want to do it alone. They kept encouraging their friends to retire, but their friends weren’t confident they could. After meeting with Cornerstone on Clara’s recommendation, both couples are happily retired and travel together to new destinations each year.
How It Works
Meet and See
Schedule a consultation and meet with our team. You’ll discover our authentic passion for serving clients.
1
Create a Plan
Let’s work together to unearth your goals and dreams and create a comprehensive plan to achieve them.
2
Gain Greater Confidence
We walk with you every step of the way, regularly monitor and optimize your plan to address your needs to build confidence and results.
3
We Help You Find Your Stride
At Cornerstone Wealth, we know you want to be a wise provider for your family and their future. In order to do that you need a financial guide to help you answer questions, make the right choices and plan well.
The problem is, every financial advisor you talk to seems to have their own agenda, doesn’t answer your questions, and that makes you feel like they don’t care.
We believe it is an honor to be chosen as your financial advisor. We understand that means we only reach our goals when you first reach yours. This is why we structured our business as a fiduciary to put you first. It’s why we build a culture of mutual respect amongst clients and team members.
Meet the Private Wealth Team
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Jeff Carbone, CFP®, AIF®
Wealth Advisor, Private Wealth Group, Managing Partner
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Jerett DiMarzio, CFP®, CPWA®
Wealth Advisor, Private Wealth Group, Partner
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Andrew Smith, CFP®, AIF®, CLTC®
Wealth Advisor, Private Wealth Group, Managing Partner
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Richard Fallon III, CFP®, CRPC®
Wealth Advisor, Private Wealth Group
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Matthew Sandberg, CFP®
Wealth Advisor, Private Wealth Group
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Cyndi Cross
Senior Manager, Private Wealth Group
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Karen Guffey
Senior Operations Associate, Private Wealth Group
*Hypothetical situation presented for illustrative purposes only. This story does not describe an actual client experience or client testimonial. The information is presented to illustrate our experience and the types of clients we help.