Wealth Management for Change Makers
We believe money should serve a greater purpose. That's why we're committed to helping individuals who strive for a more just society make the most of their wealth. We understand investment and planning is not just about accumulating wealth; it's about creating a future that reflects your values and goals.
Who We Serve
Change Makers
Everyone deserves the chance to build a financial foundation. Cone Wealth serves clients of nearly any asset level, especially those actively working to make a positive difference in their community.
Community Advocates
Cone Wealth provides guidance for those with significant wealth who grapple with questions of ethics and responsibilities. As a beneficiary of family wealth, Sam Cone has personal experience with these issues. We offer a range of services, from investment management to estate consulting to impact planning and more.
Non-Profit Organizations
We support the work nonprofits do throughout our communities. Cone Wealth can help nonprofit organizations manage charitable funds and endowments in ways that align with their missions and goals.
About Sam Cone
J. Sam Cone is a financial consultant, lawyer, and dedicated advocate for progressive causes in his hometown of Greensboro, North Carolina. He is the founder of Cone Wealth.
Coming from a long line of philanthropists and community advocates, Sam Cone's great-great-great-grandfather, Herman Cone, immigrated to the US after fleeing religious persecution in Germany. His sons, Moses and Ceasar, founded the largest denim manufacturer in the world in Greensboro. Cone is committed to using his financial expertise to help others.
Services
At Cone Wealth, part of our mission is to provide comprehensive financial services that cater to clients' unique needs and goals. We offer a wide range of services including wealth planning, investment management, charitable planning, consulting, and more. Cone Wealth founder J. Sam Cone works closely with each client to develop a plan that aligns with their long-term objectives and values.
We believe that when it comes to making financial plans, agility is essential. The world is constantly changing, and it's important to remain flexible and adaptable in the face of these changes.
Thoughts and insights
Perspectives on how we work, finances, investment, policy, impact, and other issues
Contact Us
We understand that managing your finances and achieving your financial goals can be a complex and daunting task. At Cone Wealth, we are committed to helping you navigate the intricacies of the financial landscape and develop a customized plan that aligns with your needs and aspirations. To help us better understand your situation and goals, we invite you to fill out this contact form and a team member will be in touch.
