Greenville, SC Office

Cornerstone Wealth Group is an SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, employer plan sponsors, other advisers, and corporations. The firm offers comprehensive portfolio management, financial planning and consulting, retirement plan consulting (acting as an ERISA fiduciary), and related services including management of annuity and 529 subaccounts and tax preparation referrals.

The firm implements model-based portfolios that typically use exchange‑traded funds, mutual funds, individual equities and bonds, and—when appropriate for qualified clients—allocations to alternative investments or sleeves managed by third‑party managers; an investment committee meets regularly to guide asset allocation, model changes, and rebalancing. Cornerstone provides discretionary and non‑discretionary solutions, conducts periodic account reviews, and discloses and monitors conflicts that can arise from affiliated and third‑party manager relationships.

Cornerstone is an indirect, wholly owned subsidiary of Focus Financial Partners and has access to a network of affiliated firms; it offers clients the option to invest in affiliated pooled vehicles managed by SCS and Origin and to use affiliated subadvisors such as Williams Jones and Kovitz. The firm also participates in group programs that are uncommon among peers—most notably UPTIQ Treasury & Credit Solutions (including cash management and securities‑backed line‑of‑credit facilitation with disclosed revenue‑sharing arrangements) and Focus Risk Solutions (an insurance placement affiliate that receives commissions and platform fees)—and certain supervised persons are registered to sell commissionable securities and insurance in non‑advisory capacities; these relationships and the firm’s disclosures and consent processes are described in its brochure.