WEALTH MANAGEMENT

A strategy well planned today becomes the freedom of tomorrow.

In the same way that beauty is in the eye of the beholder, wealth management can look and feel vastly different from one person to another.  

At CORE, we implement comprehensive services and processes to grow, protect, utilize and distribute wealth with respect to your unique needs.  

We help you make sense of the vast universe of investment options by first identifying risk tolerance, time horizon and objectives. 

Once these pillars are established, we can move into asset allocation—the driver of all future investment returns—with clarity and purpose.

AT YOUR SERVICE

  • Asset allocation is the deliberate structuring of your investments across a range of asset classes—such as equities, fixed income, treasuries, and real assets—to align your capital with your goals, time horizon, and tolerance for risk.

    Rather than viewing accounts in isolation, asset allocation integrates your holdings into a cohesive, long-term strategy designed to balance risk, preserve flexibility, and position your wealth for disciplined growth over time.


  • As a privately held, independent investment advisor, CORE is not constrained by proprietary products, internal models, or corporate mandates. This independence allows portfolios to be constructed with intention—focused solely on client objectives rather than product alignment.

    An open-architecture approach provides access to a broad universe of investment opportunities, enabling thoughtful combinations of securities, managers, strategies, and structures selected for their merit and fit. The result is a flexible, goal-driven portfolio designed around client needs, not sales incentives.

  • CORE’s relationships with multiple custodians provide clients with enhanced flexibility, operational resilience, and a more precise alignment between their needs and the platforms that hold their assets.

    Different custodians—such as Fidelity and Charles Schwab—offer distinct strengths, including access to alternative investments (Publix), lending capabilities, advanced trading tools, and international support. By leveraging more than one custodian when appropriate, CORE is able to align each client’s circumstances with the platform best suited to support their overall strategy.

  • High-net-worth families often look beyond traditional public markets to a broader set of investment tools designed to enhance growth, manage risk, and support wealth across generations. CORE curates and evaluates access to opportunities such as private equity, venture capital, private credit and lending, and select tangible assets.

    These investments are incorporated thoughtfully and selectively, in coordination with a comprehensive plan that addresses liquidity needs, tax considerations, and long-term legacy objectives.

  • Bringing multiple disciplines under one roof transforms investment management from a series of isolated decisions into a unified process that supports every dimension of a client’s financial life.

    When planning, investment management, tax strategy, estate planning, and risk management are fully aligned, decisions can be made with greater clarity, efficiency, and purpose—ensuring each action reinforces the broader strategy.