Andy Smith, a Founding and Managing Partner of Cornerstone Wealth, has worked in the wealth management industry since 1998. He provides comprehensive wealth management solutions to individuals, families, executives and owners of businesses. In addition, Andy leads the business development initiatives for the firm.
As a Wealth Advisor, Andy holds the CFP® designation and embraces this standard of excellence for competent and ethical financial planning. He focuses on comprehensive financial planning for individuals and families, with a focus on retirement planning, investment and risk management. Andy also works closely with business owners to design and implement strategies to attract, retain and reward executives and employees. He also brings experience in the development of continuity and succession plans for privately held businesses.
As a Managing Partner, Andy leads the business development and marketing initiatives for the firm. Andy enjoys educating clients through interactive seminars held for the firm’s clients. Andy is also responsible for the firm’s recruiting, mergers and acquisitions. He enjoys working with advisors at all stages of their careers, and he thoroughly enjoys working with advisors who desire a continuity and succession plan.
Andy has been married to his wife, Paula, since 2006, and they have two beautiful daughters, Lucy and Sunny. Andy and his family have a passion for helping children and animals. Andy and Paula are licensed foster parents, and they have fostered several children and infants over the years. Having a love for animals, they are also active supporters of several pet rescues in Lake Norman. Andy and his family enjoy boating, traveling, and spending time with family and friends.
Andy is a member of the Financial Planning Association (FPA), and he is an actively involved with Ada Jenkins Center in Davidson, NC and Big Brother Big Sister in Charlotte, NC.