Focus Partner Firms are transforming the landscape of wealth management.
Focus Financial Partners is at the forefront of a growing movement towards transparency and independence that’s sweeping the wealth management industry. Our partners are carefully selected based on the highest standards of excellence. Together they form a powerful network that supports collaborative relationships and the sharing of resources and best practices. Find out how the Focus partnership can help grow and invigorate your business.
Cornerstone Wealth Group, Huntersville, NC
Focus Partner since January 2018
“We had been looking for a partner who would help the Cornerstone team elevate our firm to the next level. Focus turned out to be a perfect fit for us because of its ability to provide us superb access to capital, expertise in M&A and value-add growth support. Since the inception of Cornerstone, we have held ourselves to an exacting standard for providing comprehensive wealth management and retirement plan consulting services to our clients. We take pride in the trust we have built with those clients over the years, and hope to continue to build upon that foundation for organic growth.” — Craig Rubrecht, CEO and Managing Partner of Cornerstone.
Cornerstone Wealth Group is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. The advisors and professional staff share a passion for helping others pursue their goals. Cornerstone’s unwavering commitment to independent advice, transparency and accountability fosters client relationships that last for generations. For more information, please visit cwgadvisors.com.