Let's Start a Conversation
Whether you're looking for a proactive tax advisor, considering a change from your current CPA, or simply want to explore whether we're a good fit, I'd welcome the opportunity to connect.
At Cornerstone Private Advisory, relationships begin with a conversation—not a sales pitch. My goal is to understand your current situation, your goals, and the challenges you're facing so we can determine whether working together makes sense.
Who I Work With
I primarily serve:
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High-net-worth Individuals and families
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Closely-Held Business owners
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Real estate investors
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Corporate executives
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Trusts and estates
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Individuals experiencing significant financial transitions
What to Expect
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Initial Conversation: We'll discuss your current tax situation, goals, and what you're looking for in an advisory relationship.
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Evaluation: I'll determine whether Cornerstone Private Advisory is the right fit for your needs and how I may be able to help.
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Next Steps: If we're a good fit, I'll prepare a proposal outline, provide an engagement letter and begin the onboarding process.
Frequently Asked Questions
Do you work with clients outside of North Carolina?
Yes. Many tax advisory and compliance services can be provided remotely.
Do you prepare tax returns only?
While tax compliance is an important part of what I do, my focus is building long-term advisory relationships centered around proactive planning.
How do I know if we're a good fit?
The initial consultation is designed to help us determine whether Cornerstone Private Advisory is the right advisor relationship for your needs.
Do I have to be "high-net-worth" for you to work with me?
No, I work with a broad spectrum of individuals and would welcome a conversation about your personal needs.