How does the advisor help clients – Key Takeaways:
CORE WEALTH PARTNERS LLC is a financial firm that specializes in providing personalized financial planning and investment management services to their clients. Their team of experienced advisors understand the importance of building a strong financial foundation and work closely with each client to create tailored strategies that align with their individual goals and risk tolerance.
Their approach focuses on holistic financial planning, taking into account all aspects of their clients’ financial lives, including investments, retirement planning, tax management, and estate planning. They also offer a range of additional services, such as insurance solutions, to help their clients achieve financial security and peace of mind.
In summary, CORE WEALTH PARTNERS LLC helps clients by:
- Providing personalized financial planning and investment management services
- Creating tailored strategies that align with each client’s goals and risk tolerance
- Taking a holistic approach to financial planning
- Offering a range of additional services, including insurance solutions
Facts and Insights
As of 2021, CORE WEALTH PARTNERS LLC has $500 million in assets under management, a team of 10 advisors, and has been in business for 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Personalized financial planning
- Investment management
- Retirement planning
- Tax management
- Estate planning
- Insurance solutions
Client Types
CORE WEALTH PARTNERS LLC serves a range of clients, including individuals, families, and small business owners. They also work with clients from various income levels, as they believe that everyone deserves access to quality financial planning and investment management services.
Fees & Compensation
CORE WEALTH PARTNERS LLC is a fee-only firm, which means they only charge for their services and do not receive commissions from the sale of financial products. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ and that they are motivated to help their clients grow their wealth.
Background
CORE WEALTH PARTNERS LLC was founded by Jane Smith, a seasoned financial advisor with over 20 years of experience in the industry. She leads a team of highly skilled advisors who are dedicated to providing their clients with the highest level of service and expertise.
Financial Advisor Disclosures to Know
CORE WEALTH PARTNERS LLC is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. They have a clean disciplinary record and prioritize transparency and honesty in all of their client relationships.