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What is Dynamic Financial Planning?

What is Dynamic Financial Planning?

What is dynamic financial planning? The term 'financial planning' has, in many ways, devolved into a project with an end point. Once completed, it is pushed aside and left to collect dust. At Cornerstone Wealth, we do not believe in a one-and-done approach. Dynamic financial planning is based on proactive management. We respond, whenever…

The CWG Difference - More than a Fiduciary

The CWG Difference - More than a Fiduciary

What is a Fiduciary and Why is it Important? A financial advisor who's a fiduciary has an ethical duty to recommend the best possible solutions for their clients. Simply said, a fiduciary must put the client's best interests above their own.  By working with an advisor who is bound to the fiduciary standard, you can feel empowered that the…

Cornerstone Wealth Celebrates 20th Anniversary and Announces Expansion of Financial Services Team

Cornerstone Wealth Celebrates 20th Anniversary and Announces Expansion of Financial Services Team

Celebrating Cornerstone's 20th Anniversary HUNTERSVILLE, N.C., April 14, 2021 /PRNewswire/ -- 2021 marks the twentieth anniversary of Cornerstone Wealth Group, LLC (Cornerstone Wealth), a fiduciary financial advisory firm based in Huntersville, NC. The Firm has grown from the original four partners to over 35 employees in five locations throughout…

Working with a Financial Professional

Working with a Financial Professional

Working with a Financial Professional - In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent. Regulatory changes initiated well before any of us had even heard the phrase "social distancing" are now in effect, establishing a new…