Wealth extends beyond
financial assets

It’s about having the freedom to cultivate what matters:
Beauty. Art. Community.

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At CORE, we understand that art requires patronage and community partnership, which is why we sponsor an annual exhibit at the Polk Museum of Art at Florida Southern College and provide advocate memberships for our employees. We stand behind this nationally accredited, Smithsonian Affiliate museum’s mission to “enhance lives through inspirational and engaging art experiences for all.”

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Serving as an annual presenting sponsor for a main stage production at the Lakeland Community Theatre is how CORE supports high quality theatre at an affordable price. Through a variety of local programs, this theatre gives individuals of all ages an opportunity to develop and showcase their talents in a safe, nurturing educational environment.

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Research shows that a flourishing arts and music scene is a primary driver when it comes to attracting new talent to a region. The CORE team values sharing the gift of music with the Lakeland community, which is why we periodically sponsor an Imperial Symphony Orchestra performance. This passionate group of musicians has been educating, entertaining, and inspiring central Florida audiences for over 50 years.

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Public art that beautifies public spaces can transform the cultural life of a community. At CORE, we support Platform Art’s efforts to commission sculptures by nationally prominent artists that will enhance Polk County’s parks and gardens, making our green spaces a more enjoyable place to gather.


Florida Southern College is a private college in Lakeland, Florida offering over fifty undergraduate programs and several graduate programs. Florida Southern is home of the largest single site collection of Frank Lloyd Wright architecture in the world. Core Wealth Advisors has a unique relationship with Florida Southern as five of its staff are graduates of the college. CORE lends its support to Florida Southern through memberships in the Spivey Society, a corporate member of the Sixth Man Club, and with various mentorship opportunities.

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Nothing brings a community together quite like a local sporting event. That’s why CORE supports The Lakeland Derby, an entertaining “swan boat” race on the beautiful Lake Mirror that benefits the Lakeland Volunteers in Medicine, a primary health care center that provides free medical care to the working uninsured residents of Polk County.

Other Civic Organizations

Core Wealth Advisors is active with several community organizations and community service clubs including the Rotary Club and Kiwanis Clubs. Furthermore, the involvement in these civic organizations includes leadership positions as treasurer, president and serving on various committees.