Financial Advisors
Charlotte, NC
Cornerstone Wealth Planning is a comprehensive financial advisory firm in Charlotte led by Chris Knight, specializing in wealth management, financial planning, investment management, tax planning, and retirement planning. They guide clients through complex financial concepts with a focus on clarity, confidence, and consistency, offering a personalized 45-minute discovery meeting to understand each client's unique situation and goals.
Ideal for: Retirees, High-net-worth individuals, Business owners, Families planning for major life transitions
Service area: Charlotte, NC and surrounding areas
Comprehensive Wealth Management: Offers integrated services including financial planning, investment management, tax planning, and retirement planning in a single advisory relationship.
Personalized Discovery Process: Begins with a complimentary 45-minute discovery meeting to understand your situation and goals before recommending any services.
Local Expert Leadership: Led by Chris Knight, a recognized financial advisor who appears in local media discussing investment strategy and market trends.
Address: 7810 Ballantyne Commons Pkwy #200, Charlotte, NC 28277
Phone: (704) 849-0123
Website: cornerstone4planning.com
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