About Us
We Help You Build and Safeguard Your Wealth
At The Kornerstone Group, we empower entrepreneurs, athletes, and families to achieve financial success through strategic planning and personalized investment solutions. Our expertise shines in specialized areas, particularly in working with amateur and professional boxers and athletes.
The name “Kornerstone” signifies our belief in strength in adversity. A cornerstone symbolizes strength and is the initial stone laid in building a foundation. Choosing ‘K’ over ‘C’ sets us apart, while ‘Group’ emphasizes our broad network and tailored resources for each client.
Services
Integrated Financial Planning
01
Wealth Management & Asset Planning
Ensure your financial portfolio is expertly crafted and strategically aligned with your goals. We’ll provide a solid foundation for long-term growth and prosperity.
02
Tax Planning
03
Insurance planning
Protect your assets and loved ones with our protection planning solutions. From insurance coverage to risk mitigation strategies, we will help you protect your finances from unexpected challenges.
Legacy & Charitable Planning
05
Private Investments
06
Retirement Planning
07
Income Optimization
Maximize your earnings and optimize your income streams by leveraging our advanced financial planning techniques to enhance your cash flow and achieve sustainable wealth growth.
08
Fee-Based Financial Planning
Empower your financial future with our action-driven Fee-Based Financial Planning services. Gain clarity, strategy, and peace of mind as we guide you towards your goals with transparency and expertise.
09
Family Office
In the realm of wealth management, The Kornerstone Group stands out as a beacon of excellence. Just like a true “Family Office” that caters to the unique needs of affluent families, including centimillionaires and billionaires, we offer comprehensive support from a team of esteemed experts.
Our Process
Your Financial journey is as unique as you are.
At The Kornerstone Group, we’re with you every step of the way. Whether you’re a driven entrepreneur, a passionate athlete, or a devoted family person, we’re here to champion your financial goals.
Discovering Your Goals
Your path to financial success is as unique as you are. That’s why we begin by focusing on you. We take the time to understand your aspirations and goals. We will start by listening to your dreams so we can tailor our approach to your goals and needs. Why? We believe your financial future isn’t solely about numbers; it’s about bringing your dreams to life.
Creating Your Personalized Strategy
Once we understand your objectives, we will create a personalized strategy for you. Drawing on our expertise in wealth management, we develop a plan that fits your financial goals. From optimizing investments to tax-efficient strategies, we ensure your plan is robust, resilient, and tailored precisely to your needs.
Guiding You Every Step of the Way
The Kornerstone Group represents a whole new level of service, offering unparalleled customization and freedom from bureaucratic red tape. We offer unwavering support, expert guidance, and valuable advice at every stage of your life’s journey. With us, you’re not just a client—you’re part of a partnership dedicated to achieving your financial goals.
Empowering Success
A Multifaceted Ecosystem of Diverse Companies
The Kornerstone Group comprises a diverse ecosystem of companies, including
About Belpointe OZ
Belpointe OZ, a subsidiary of Belpointe, LLC, harnesses the robust investment expertise of its parent company to specialize in Opportunity Zone developments. With a foundation rooted in Greenwich, Connecticut, Belpointe manages a diverse portfolio exceeding $3 billion across various ventures, renowned particularly for its excellence in condominium and multifamily developments.
Wealth Management Services
For Champions of the Ring and Field
As you train to excel in your sport, we will work tirelessly to secure your financial future. As professional boxers and athletes, your dedication to your craft is unmatched, and we understand your sacrifices. With us by your side, you can focus on what you do best—achieving greatness—while we handle the rest, ensuring your financial success is as impressive as your feats.