Core Wealth Management - A Registered Investment Advisor
Small business owners face many financial challenges. Our comprehensive approach focuses on three main areas:
Tax Planning: With Core, there is no miscommunication between CPA’s and financial advisors. We’re both, maximizing your tax savings and eliminating unwanted surprises.
Wealth Creation: Often times business owners are completely reliant on their business for their income and retirement. Our holistic approach assures that you have not only maximized the value of your business, but have sufficient assets outside the business to meet your financial goals.
Wealth Preservation: Leaving a legacy of your hard work requires careful planning.
Many legal and tax ramifications are involved, and no plan becomes a bad plan. We make sure that your accumulated wealth is maximized to benefit the people and causes important to you, not the government.
Because of our financial expertise, we are uniquely qualified to provide a complete solution to business owners and their families. Contact us today for a free comprehensive review of your financial situation and goals.