Cornerstone Wealth Partners is an independent wealth management firm based in Winston-Salem, NC, serving families, small business owners, and professionals in the Piedmont Triad and Foothills Regions. With a strong focus on building relationships and providing customized investment plans and integrated financial planning, they are committed to acting as fiduciaries, always putting their clients' best interests first.
Founded by Scott Saffer and Jamie McBride, Cornerstone Wealth Partners brings over 40 years of combined experience in the financial services industry. They offer comprehensive wealth planning services, adhering to the highest fiduciary standards, and strive to help their clients reach their wealth, personal, professional, family, retirement, and charitable goals.
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