Wondering what it's like to work with a local financial advisor? The Cornerstone Wealth’s Greenville office is located at 75 Beattie Place, Suite 110 Greenville, SC 29601. As a Greenville, SC-based wealth management firm with a focus on holistic planning, we understand how important it is for you to meet your goals and financial needs.
Jonathan Brown is a Wealth Advisor and Partner in our Greenville office who has been working in the financial service industry since 2005. Jon earned his Certified Financial Planner Designation after completing the CFP certificate program at UNC-Charlotte. Jon brings a holistic approach to serving his clients, this financial plan encompasses retirement planning, risk management, estate planning, special needs planning, portfolio and asset allocation analysis, and education planning. Jon’s specialty areas include:
- Comprehensive Financial Planning
- Budgeting/ Cash Flow Analysis
- Risk Management
- Retirement Planning
- Investment Management
- Defined Contribution Plan Design Assistance
- Defined Benefit Plan Design Assistance
- Executive Benefits Consulting
- Estate Planning
- Special Needs Planning
Jonathan joined Cornerstone Wealth in 2009 and worked in the Huntersville office until 2012. In December 2012, he had the opportunity to relocate his family to Greenville, SC, and open Cornerstone’s office there.
In addition, Jon has served on the board of the Red Shoe Society, which is a professional organization that supports the Ronald McDonald House of the Carolinas. He is also a member of the Greenville Estate Planning Council.
Also, on our service team in Greenville are Christin Brower and Gabrielle Juneau.
At Cornerstone Wealth, we work closely with you to establish a financial plan to not only grow and maintain wealth but to achieve your goals. To find and learn more about the advisor near you, and Cornerstone Wealth please visit our homepage at cwgadvisors.com.
This is for informational purposes only. Investment advisory services are offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth, an SEC-registered investment adviser.
