Max Abbate is passionate about helping individuals and families achieve their financial goals while minimizing taxes and protecting them from both systemic and unsystematic risks. He empowers his clients to approach their financial future with confidence, placing a strong emphasis on a collaborative, team-based approach to wealth management and financial planning. This proactive strategy helps safeguard their financial well-being, no matter what life may bring.
With over 12 years of experience in financial services, Max serves as a Managing Director at Cornerstone Advisor Group and is a trusted financial advisor to his clients. Outside of his professional life, he stays active in the community through involvement with nonprofit organizations and his alma mater, Christopher Newport University. Max is married, a proud father of two, and shares his home with a spoiled golden retriever.
Mackenzie R. Abbate is an Investment Adviser Representative of ESI Financial Advisors.