Disrupting Wealth Management

Traditional wealth management is broken. Cookie-cutter portfolios, volatile markets, and commission-driven advisors fail to deliver true financial security. At Cornell Capital Holdings, we take a different approach—one designed for those who refuse to settle for uncertainty.

Our strategy is built on predictable, consistent returns, tax mitigation, true income diversification, and comprehensive risk management—all tailored to your unique financial goals.

What Disrupts

For decades, the most powerful wealth-building strategies were reserved for those with $50 million+ in net worth. The ultra-wealthy don’t rely on the market alone—they leverage private investments, alternative income streams, and sophisticated tax structures to build generational wealth with confidence.

We believe these strategies should no longer be gated.

Who Disrupts

Dana Cornell, former Executive Director at Morgan Stanley, spent his career advising ultra-high-net-worth families. But he saw a problem—those with significant success were still locked out of the elite financial strategies that could maximize their wealth.

So, he left the traditional system behind and built Cornell Capital Holdings—a firm designed to put high-level investment strategies into the hands of
successful individuals who refuse
to settle for mediocrity.

Breaking the Mold of Traditional Wealth Management

Most investment firms funnel everyone into the same cookie-cutter solutions, leaving you vulnerable to market volatility, excessive fees, and missed opportunities. We take a different approach. Our strategic, personalized planning ensures your wealth isn’t just managed—it’s maximized, protected, and positioned for long-term success.
We go beyond investments, providing a comprehensive financial strategy that includes:

Income Replacement
Ensure steady, reliable cash flow

Tax Mitigation
Legally minimize your tax burden

Risk Management
Properly protect what you have built

Exit Strategy
Liquidity event preparation

Portfolio Audit
Identify inefficiencies and overlooked opportunities

Retirement & Estate Planning
Secure and protect your future

Beyond Investing:
A Strategic Approach to Wealth

  • Strategic Planning—Not Guesswork

    Traditional firms funnel clients into generic, one-size-fits-all plans, relying on market performance and hoping for the best. That’s not strategy—it’s gambling.

    We create defined, actionable plans designed to build financial freedom now, not decades from now.

  • Tangible, Transparent Results

    Ever looked at your portfolio and wondered where your returns actually are? Many firms obscure performance with complex metrics and underwhelming strategies. We audit results in real dollars, ensuring you know exactly what you own, why, and how it serves your goals.

  • Confidence Through Clarity

    Hope is not a plan. We provide clear, customized strategies so you can move forward with certainty and control—knowing your wealth is actively working for you.

    With Cornell Capital Holdings, you don’t just invest—you create a lifestyle of security, opportunity, and peace of mind.

run your finances
like the business
it actually is

and take control of your financial future

We’re redefining wealth management—combining elite strategies with personalized, actionable plans tailored to you.

Whether you're diversifying your portfolio, maximizing returns, or securing long-term financial freedom, Cornell Capital Holdings is here to guide you—every step of the way.

You’ve worked hard to build your wealth—now, let’s make it work for you. Connect with us today, and together,
we’ll create a lasting legacy of wealth and success.