Cornerstone Wealth Group, LLC is a wealth management firm that offers comprehensive advice to individuals, families and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency and accountability fosters client relationships which last for generations. Investment advisory services offered through Cornerstone Wealth Group, LLC dba Cornerstone Wealth a SEC registered investment adviser.

A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.

MySIPonline is India’s most advanced Mutual Fund Investment Platform, having all AMCs under one roof with a team of 50+ highly-qualified industry experts & fund analysts. It is an automated platform which understands every investors’ needs and offer them convenience to match their investing comfort with risk in a ”Paperless” manner. Features like E KYC and digital Mandates make the investing experience seamless. We offer a vast array of funds that spread across major asset classes to provide complete flexibility of choosing funds on the basis of their financial goals. Apart from getting 24 x 7 Support Desk for resolving every small query, Investors get dedicated Relationship Manager to review their portfolio on regular basis and ensures to generate maximum wealth for them.

We work to improve the health and quality of life of residents in Forsyth County and around the state. Kate Bitting Reynolds established the Kate B. Reynolds Charitable Trust in 1947 to improve the quality of life and health of residents throughout North Carolina. During her lifetime, she worked to ensure everyone—regardless of race, gender, or income—had access to health care, quality education, and economic opportunity. Few women of her day were as outspoken about the issues facing residents with low incomes. Today, the issues Mrs. Reynolds cared about remain urgent and interconnected. We are excited to announce our our new strategy to support outcomes over specific issues. We are committed to supporting promising and proven programs that can be scaled up, and to promoting equity—to ensure success for people too often left behind.

Verger Capital Management (Verger) is an SEC registered investment adviser providing Outsourced Chief Investment Officer (OCIO) services to a select group of non-profit institutions. Verger’s mission is to invest in the lives of others, which has led the firm to exclusively serve clients focused on improving lives and providing opportunity. The Verger team’s unique non-profit heritage offers a deep understanding of this segment’s needs, as well as the ability to benefit from the scale and purchasing power of approximately $2.5 billion in assets under management.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Providing corporate plan sponsors with retirement plan guidance and clarity by providing fiduciary services to large and small businesses. Excelling in customized solutions and plan design while ensuring strict adherence to all fiduciary standards. Legislation, like your business, is constantly evolving and our team ensures the compliance of your plan by directly sharing in the obligations you accept as a plan fiduciary. The same expertise is applied to wealth management plans by guiding and directing our clients as they navigate towards their financial goals.

Alphastar Capital Management provides discretionary portfolio management to individual client families and institutional investors through relationships with financial advisors. Alphastar manages a series of portfolio solutions designed for a wide range of investors with diverse wealth management objectives. A collaborative, team-oriented portfolio management process is employed to construct and manage each client portfolio. The investment team incorporates the distinctive talents and specialties of multiple investment professionals and diligently seeks to maximize the risk-adjusted returns of each portfolio. Members of our team hold a number of professional designations including Chartered Financial Analyst® (CFA®), Certified Financial Planner® (CFP®) and Accredited Investment Fiduciary® (AIF®). Alphastar Capital Management is an SEC Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

We understand financial planning and investment strategies can be complicated and demand a certain level of trust – that’s why we’re here. Our clients appreciate the professionalism, in-depth knowledge, experience, and integrity that our team offers. Wealth Management Group, Inc. (WMG) is an independently owned financial services firm specializing in investment management and financial planning. For over 30 years, WMG has provided clients with unbiased advice to help both individuals and small businesses build their financial futures.

At Bradshaw Rogers Financial Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Throughout Salisbury and across the Piedmont-Triad and Southwest NC, our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

River Rock is a vertically integrated real estate development and management company specializing in residential single and multi-family communities. We have completed over $5B in value-add real estate investments throughout the Southeast, Midwest and Mid-Atlantic regions in partnership with our investors. Given a combined experience of 125+ years in development and construction, our team has created over 20 “Build to Rent” neighborhoods and added much needed affordable housing to the U.S. housing stock. Our mission is to exceed client, resident and investor expectations in everything we do. We believe – across all of our brands – that investing in our people is what creates the best results. Our vision is to be recognized as the leading developer of residential real estate in the U.S, where we are building communities with a vision for tomorrow.

As an independent fiduciary advisory firm, we are focused on transparency and putting your best interests first while providing you with in-depth and comprehensive financial planning guidance. Advisory services are offered through Horizon Financial Services, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through New Horizon Financial Services, Inc., an affiliated company. Horizon Financial Services, LLC and New Horizon Financial Services, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency. **Please note, due to federal regulations, we are not allowed to display comments as they are considered to be published testimonials of our firm, which are strictly prohibited by the SEC.** Clicking the Like button or Sharing this post does not constitute a testimonial or endorsement of Horizon Financial Services, LLC or any Investment Advisor Representative as this is the only mechanism available to circulate our Facebook page. “Like” is not meant in the traditional sense.