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Welcome

Welcome to Core Wealth Management, we hope you take the time to explore our website and utilize the various resources we have created for you.

Here at Core, we take pride in helping our clients reach their goals and explore the best strategies for their situation. Some of our services include investment management, retirement planning, insurance, wealth preservation and estate planning.

Please give us a call today if you’re ready to put your finances on the right track.

Schedule an Appointment

Why Are We Different?

At Core Wealth Management Group, we understand that navigating the complex landscape of financial planning and investment management requires expertise, integrity, and a personalized approach. What sets us apart is our unwavering commitment to excellence, driven by our unique combination of expertise in both financial advising and tax background.

Unlike traditional financial advising firms, we are proud to be led by three Certified Public Accountants (CPAs) who serve as our lead advisors. With extensive backgrounds in both financial planning and individual taxation, our CPAs bring a wealth of knowledge and experience to every client relationship. Our clients benefit not only from our deep understanding of investment strategies but also from our ability to provide comprehensive tax planning and optimization strategies tailored to their individual circumstances.

We hope to speak with you further to see how we can help.

Trevor's Favorite Quote

"Be fearful when others are greedy and greedy when others are fearful."

- Warren Buffett

Paul's Favorite Quote

"The four most dangerous words in investing are, it's different this time."

-Sir John Templeton

Our Team

Our Team

We offer objective advice and can coordinate all the financial services you need in one place, simplifying your financial life.

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Fee-Based, Fiduciary Advice

Fee-Based, Fiduciary Advice

A fiduciary is an individual who must always act in their client's best interest

We will always help make decisions with your needs in mind, never the other way around. 


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Always By Your Side

Always By Your Side

As your trusted partner, we will be there to help you with any challenges that life presents you.

Our team of experienced professionals have encountered situations involving all stages of life and can help you find the best strategies available.

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Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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