Jeffrey Carbone

Jeffrey Carbone is Managing Partner and a founding member of Cornerstone Wealth Group, LLC, based in Cornelius, NC. In this capacity, he oversees comprehensive wealth management solutions for individuals, families, and business owners, specializing in integrated family office services, investment management, and fiduciary guidance.

Carbone focuses on portfolio construction across multiple asset classes—including equities, fixed income, alternatives, and private investments—with a particular expertise in serving clients with complex, multi-generational wealth needs. His practice covers advanced retirement planning, estate planning strategies, and risk management, delivering bespoke solutions tailored to high-net-worth families and business professionals.

With industry experience dating back to 1991, Carbone previously held senior roles at Prudential Financial and American Express. He is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®, holding a BS in Business Management from St. John’s University, and is recognized for his holistic and client-centric approach within the wealth advisory sector.