Craig Rubrecht

CEO, Partner

Professional Overview
Craig Rubrecht is the CEO and Partner at Cornerstone Wealth Group, LLC, a leading financial services firm based in Cornelius, North Carolina. With over 20 years of industry experience, Rubrecht's expertise spans wealth management, financial planning, and investment advisory services. Under his leadership, Cornerstone Wealth Group has emerged as a trusted advisor to high-net-worth individuals and families, helping them achieve their financial goals through comprehensive, personalized strategies.

Experience Summary

Current Role
As CEO and Partner at Cornerstone Wealth Group, Rubrecht is responsible for the overall strategic direction and operational management of the firm. He oversees a team of experienced financial professionals, ensuring the delivery of exceptional client service and the development of innovative wealth management solutions. Under Rubrecht's guidance, Cornerstone Wealth Group has consistently maintained a client satisfaction rate of over 95% and has been recognized as one of the top financial advisory firms in the region.

Career Progression
Prior to founding Cornerstone Wealth Group, Rubrecht held roles as a Financial Advisor at Prudential Financial and American Express. During his tenure at these firms, he honed his expertise in investment management, retirement planning, and risk mitigation, building a strong foundation for his entrepreneurial endeavors. Rubrecht's ability to provide tailored financial strategies and his commitment to client advocacy have been instrumental in his career progression and the success of Cornerstone Wealth Group.

Academic Background
Rubrecht holds a Bachelor of Science degree in Finance from the University of North Carolina at Charlotte, where he graduated with honors. He is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®), demonstrating his dedication to maintaining the highest standards of professional excellence and technical expertise.

Areas of Expertise

• Wealth management and investment advisory services

• Comprehensive financial planning, including retirement, estate, and tax planning

• Risk management and insurance solutions

• Entrepreneurial leadership and strategic business development

Professional Impact
Under Rubrecht's leadership, Cornerstone Wealth Group has consistently been recognized as one of the top financial advisory firms in the region, with the firm managing over $500 million in client assets. Rubrecht has also been actively involved in the local community, serving on the board of directors for several charitable organizations and participating in industry associations, where he shares his expertise and contributes to the advancement of the financial services profession.

Conclusion
With his extensive experience, proven leadership, and unwavering commitment to client success, Craig Rubrecht continues to drive the growth and innovation of Cornerstone Wealth Group. As the CEO and Partner, he remains focused on empowering his clients to achieve their financial aspirations through personalized, holistic wealth management strategies.