HQ Function

The headquarters serves as the central hub for executive leadership, strategic decision-making, national operations, compliance, marketing, and advanced client case management.

Notable Features:

State-of-the-art facility with advanced security, client conference centers, collaborative workspaces, and integrated financial technology platforms.

Work Culture:

A professional, ethical, and collaborative environment focused on client success and continuous learning. Employees are encouraged to pursue professional development and contribute to a culture of excellence and integrity.

HQ Significance:

The Charlotte HQ is pivotal for its central coordination of services, access to a rich talent pool in the financial sector, and its role in driving the firm's growth and innovation.

Values Reflected in HQ: The headquarters' design and operations reflect Cornerstone's core values of professionalism, client trust, innovation, and excellence.

Location:

Cornerstone Financial Services primarily operates within the United States, with multiple offices strategically located to serve a diverse client base across the country. While direct international offices are not a primary feature, the firm supports clients with international assets or financial interests through established global financial networks and partnerships, ensuring comprehensive advice for cross-border financial matters. Key functions like strategic planning, compliance, and core technology support are managed centrally from the US headquarters.

Street Address:

123 Main Street, Suite 1500

City:

Charlotte

State/Province:

NC

Country:

USA