You are viewing a preview location.

About Us

Meet Cornerstone Capital Wealth Management: Your Partner in Financial Success

Who We Are: Your FinancIAl Success, Our Expertise

After working as a financial advisor and investment manager for 15 years, Matt Anderson founded Cornerstone Capital Wealth Management with a vision of a different kind of wealth management service; one where your needs are put first — always.

With an unwavering commitment to helping individuals realize their financial dreams, we bring a wealth of expertise in investment management, financial planning, charitable giving strategies, tax strategies, and estate planning. 


Who We Help: Those Who WANT to Take Action & Need a Plan.

Cornerstone Capital Wealth Management caters to a diverse clientele, from college graduates eager to learn about investments, to mid-career professionals, to recent retirees. Whether you need a financial advisor for retirement or buying your first house, we provide personalized, empathetic guidance that aligns with your financial goals.


How We Help: Understanding What Wealth Means to You.

At Cornerstone Capital Wealth Management, we take a goals-based approach to ensure a deep understanding of what matters most to you. By building a long-term, disciplined, experience-backed strategy, we help clients stay on track toward their goals.

Why We Help: Your Future Matters.

Our mission goes beyond the numbers. To us, wealth is rooted in values, purpose, and a commitment to making a meaningful impact. We believe in maximizing opportunities for financial success — and we strive to do that by focusing on high-quality investments, a steadfast long-term strategy, and the strength of human connection.

Why Choose Us: Maximizing Wealth, Minimizing Worry.

When you choose Cornerstone Capital Wealth Management, you're not just gaining a financial advisor — you're gaining a partner in your journey to financial success. Experience the difference of personalized guidance, a commitment to your interests, and a passion for your financial well-being.

Let's build a future of financial success together.

Meet The Cornestone Capital Wealth Management Team

J. Matthew (Matt) Anderson

Financial Advisor, Founder

502-357-0252

matt.anderson@cornerstonecapitalwm.com

Meet Matt, your dedicated financial advisor of 15 years. Passionate and committed to his clients and community, Matthew offers personalized guidance and advocates for each of his client’s financial success with genuine care.

Read more

Suggested Content

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
Learn More
A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
Learn More
Debt-to-Income Ratio Calculator

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Learn More