About Us

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We provide sound, objective advice to help you identify your goals and take the steps necessary to achieve them. We can coordinate all the financial services you need in one place, simplifying your financial life.

We invite you to contact us to learn more.

(585) 427-0850
Visca@corewmg.com

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

You will discover that the biggest benefits of working with us are our independence and our ability to coordinate all the financial services you need, simplifying your financial life.

We have been working with individuals and businesses in this area for many years. Each member of our team has extensive personal and professional experience and holds various professional designations.

Core Wealth Management, Inc. is an affiliate of Stokes, Visca & Company LLC - CPA's.  Combining our resources enables our team members to take into consideration the various implications of the strategies and tactics behind our clients' financial decisions.

We are licensed to sell a variety of investment and insurance products and we are dedicated to developing lasting relationships with every client. Our primary goal is to help you evaluate your current situation, define your needs and goals, and implement appropriate strategies together.

.We look forward to using our expertise to help you reach your financial goals.

We will walk you through a step-by-step process while developing your customized financial program, enabling you to feel confident in your decisions.

Once your needs and goals have been established, we customize appropriate strategies that match your vision and objectives by incorporating following:

• Investments / Asset Allocation
  
• Retirement Planning
• Financial / Estate Planning
• Tax Management
• Insurance Reviews
• Business Planning (retirement plans, health care, and additional benefits)
• Succession Planning

^{Cambridge does not provide tax advice.}