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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?

Core Wealth Management was started by our founder Steve Parkison in 2000, just a year before one of the worst events of our lifetimes.

Ever since then, Steve has taken pride in providing clients with honest, upfront advice and always doing the right thing. After surviving a hectic financial world of the 20th century, Steve has always placed an emphasis on finding the best products and strategies at the lowest cost possible. You will find comfort knowing that as our trusted partner, your needs will always be put first.

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

Steve's Favorite Quote

"An investment in knowledge pays the best interest."

- Benjamin Franklin

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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