Cornerstone Wealth Management Group

Cornerstone Wealth Management Group is a financial planner in Greeneville, Tennessee. The firm provides investment advisory services and wealth management to individuals and business owners. Their team of CFP® practitioners specializes in a variety of financial planning processes, including retirement planning, tax management, estate planning, risk management, education funding, and investment planning, as well as employee and executive benefits.

As an independent full-service financial firm, the team is dedicated to maintaining high standards of integrity and professionalism. They aim to simplify complex financial conversations to help families make informed decisions for the future. The firm utilizes a comprehensive financial planning process and maintains relationships with various financial services companies to build diversified portfolios using available investment products. Clients can also utilize a dedicated mobile app for Android and iPhone to monitor their investments. The professional team includes Managing Partner Brian J. Click, CFP®, along with George Scott, CFP®, Alan Rader, and Operations Manager Buffie Shepherd.

The office is located on North Main Street in Greeneville, situated about 0.3 miles from the T. Elmer Cox Historic Library and the Niswonger Performing Arts Center.

The firm is recognized for its high level of service, maintaining a 5.00 rating. Their commitment to professionalism is reflected in their team of certified practitioners who provide well-documented and transparent financial guidance to the local community.

Cornerstone Wealth Management Group provides expert wealth management and financial planning services to the Greeneville area.