Financial Consulting

Every clients path to retirement is unique – think of the financial planning experience at Core as you would a trip on an airplane. You may benefit from tailwinds or face storms along the path, but we are here to help navigate you through your journey.

Wealth Management & Planning

The Wealth Management & Planning process at Core Wealth Advisors combines the importance of asset allocation with the resources of a CERTIFIED FINANCIAL PLANNER™(CFP®), Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) to assist in the implementation and evolution of your plan.

Professional Athlete Strategies

The financial management of the professional athlete involves many unique and complex issues including, but not limited to, multi-jurisdictional tax compliance and planning issues such as asset protection, wealth management and estate planning.