Core Wealth Management

Welcome to Core Wealth Management, where we empower individuals and businesses to achieve lasting financial security. We are a team of experienced financial professionals dedicated to providing comprehensive and personalized guidance on investments, retirement planning, insurance, and estate planning.

Our Mission

Our mission is to collaborate with clients to implement strategic financial plans that align with their individual goals and aspirations. We believe financial planning is a continuous process that must adapt to life's changing circumstances. Through regular review and adjustment, we ensure your plan remains relevant and effective in achieving your financial dreams.

What We Do

Our expertise spans a wide range of financial areas, including:

Retirement Planning

• Developing comprehensive retirement plans tailored to your needs and goals
• Maximizing your contributions and leveraging tax advantages
• Guiding you through complex regulations and decisions regarding IRAs, 401(k) plans, and other retirement accounts

Investment Planning

• Creating diversified investment portfolios aligned with your risk tolerance and financial goals
• Implementing robust monitoring and rebalancing strategies to maintain portfolio performance
• Providing guidance on asset allocation, portfolio construction, and tax optimization

Insurance Planning

• Evaluating your insurance coverage, identifying potential gaps, and recommending appropriate solutions
• Assisting you in selecting the right life insurance, health insurance, and other coverage options

Estate Planning

• Developing a comprehensive estate plan that ensures the distribution of your assets according to your wishes
• Preparing legal documents such as wills, trusts, and power of attorney
• Guiding you through the process of estate planning and minimizing potential tax burden

Additional Services

• Business Planning: Helping business owners navigate retirement plan selection, employee benefit implementation, and financial planning for their organizations.
• Non-Profit Planning: Developing diversified investment portfolios to align with the unique strategic objectives of non-profit organizations.

Our Commitment

At Core Wealth Management, we prioritize building strong relationships with our clients. We are dedicated to providing clear communication, personalized attention, and accessible guidance throughout your financial journey. We believe in transparency and accountability, ensuring you have clear understanding of your financial options and the strategies we implement.