Your Life Picture Is Unique.

Are you on track to live the life you want?

We help people like you – busy professionals, executives, and business owners – achieve important goals and retire on your own terms. Let us help you plan for the lifestyle you’ve envisioned.

Our Story

Founded by two industry pioneers, our firm has a 30 year private wealth track record and currently manages more than $1.3 billion in assets.

OUR STORY

Our Services

CornerCap Wealth Advisors provide customized investment strategies and financial guidance for high net worth individuals and families.

OUR SERVICES

Our Guiding Principles

We are fiduciaries.  That means every decision we make for a client is in their best interest, never our own. 

Client First

Client First

Your life’s picture sets the stage for how we work with you to grow and protect your wealth.

Accountability

Accountability

Our proprietary algorithms analyze more than 200 factors when choosing stocks to ensure that facts, not emotions, drive your investment strategy.

Transparency

Transparency

As a completely employee-owned business, we can commit fully to openness, honesty, and collaboration with you.

Discipline

Discipline

Your dedicated wealth advisor helps you maintain a consistent investment plan to keep your financial picture’s frame sturdy and solid.

Complicated Financial Picture?

We can help you untangle it and get your financial plan on track.

SCHEDULE A CALL