Our Story

Our firm is often asked about our origin – how does a firm that began by directing financial decisions for professional athletes broaden its boutique service style to work with small business owners, educators, professionals and everything in between?

The evolution of Core Wealth Advisors originated from the phrase “at the core of every decision I make” and the realization that wealth management and planning is an evolving process with discussions beyond just investments. As the firm matured, we recognized the underlying principles and financial planning tools used to nurture long-term relationships with professional athletes scaled to those in other professions. Simply stated, Core’s boutique approach to wealth management and planning adapts to clients of a broad range of ages and earnings levels.

Our Vision

Core Wealth Advisors’ vision is to be the core advisor in all aspects of wealth management decisions made by our clients. We understand that wealth extends beyond investment assets, and we will partner with you to deliver a crafted financial advisory experience encompassing the facets of your life. Everything we do is focused on helping you develop and implement the right strategy to reach your goals in a collaborative and transparent way.

Our team provides conflict-free service that allows us to give unbiased financial advice tailored to your individual situation. We are focused on long-term relationships, not short-term revenues, with your financial well-being as our sole objective. Our mission is to help you manage your assets wisely and plot a course to achieve your vision of financial security.

Our Relationships

Many financial planners and advisors look for any client relationship – Core Wealth Advisors looks for the right client relationship. Our highest priority is getting to know our clients and enjoying a level of mutual engagement with them to the extent they desire as a financial planning partner. Not everyone is a good fit.

Our People

Many financial planners and advisors operate as separate business units underneath the same umbrella providing the appearance of collaboration. Core Wealth Advisors operates as a cohesive business unit providing collaborative thinking and resource sharing across all client segments. Rather than compete for business, Core Wealth Advisors leverages the knowledge and experience of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA), Personal Financial Specialist (PFS™), and Chartered Retirement Plans Specialist℠ (CRPS®) to deliver an encompassing resource base.

Our Advice

Core Wealth Advisors is a fee only advisor – we are not product based and do not accept commissions. For example, we may calculate the type and amount of life insurance to fit your requirements, but we will not sell it to you. We will collaborate with an insurance professional to ensure you are purchasing the appropriate insurance. Think of it as having the ability to make decisions without concern for earning commissions.

Our Processes

Core Wealth Advisors provides financial and tax planning, asset protection consulting and wealth management services all in one place. Our process is simple – our firm believes you need to understand where you are before you know where you are going. If there is confusion and clutter in your financial life we will clean it up by developing, monitoring and updating your financial plan throughout your lifetime. This plan will be the flight plan we use for all future decisions. As you wind your way through life embracing tailwinds or navigating storms, your plan will be updated and revised on an as needed basis to assure you are staying on the right path.