Core Wealth Management

Who We Are

At Core Wealth Management Group, we are a full-service financial firm committed to helping individuals and business owners achieve their financial goals. With a team of experienced professionals, we offer a wide range of financial products and services to simplify your financial life. Our expertise in both financial advising and tax background sets us apart from traditional financial advising firms.

Our Services

Our services are designed to help you navigate the complex landscape of financial planning and investment management. We offer a variety of services, including investment management, retirement planning, insurance, wealth preservation, and estate planning. Our team of experienced professionals will work with you to create a personalized plan that meets your unique financial goals and needs.

Our Approach

We take a comprehensive approach to financial planning and investment management. Our team of experts will work with you to assess your financial situation, identify your goals, and create a customized plan to help you achieve them. We take the time to understand your unique circumstances, tax situation, and financial goals to provide personalized advice and guidance.

Our Team

Our team consists of experienced professionals who are dedicated to providing exceptional service and guidance. Our team leaders, Paul Visca and Trevor Smith, are both Certified Public Accountants with extensive backgrounds in both financial planning and taxation. They bring a wealth of knowledge and experience to every client relationship.

Our Mission

Our mission is to provide exceptional service, guidance, and expertise to help our clients achieve their financial goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Qualifications

Each member of our team has extensive personal and professional experience and holds various professional designations. We are licensed to sell a variety of investment and insurance products and are dedicated to developing lasting relationships with every client.

Our Commitment

Our primary goal is to help you evaluate your current situation, define your financial goals, and create a customized plan to help you achieve them. We are committed to providing exceptional service, guidance, and expertise to help you navigate the complexities of financial planning and investment management.