A complete list of active advisors currently associated with Core Wealth Advisors, Inc.

Warmer can help you find a great advisor at Core Wealth Advisors, Inc. or one who fits your needs even better.

The firm provides financial planning, wealth management, tax planning and preparation, and referrals for trust services to individuals (including high-net-worth clients), corporations, and charitable organizations. It generally manages client assets on a discretionary basis and offers standalone planning engagements as well as ongoing portfolio oversight and implementation. CORE Wealth constructs individualized Financial Profiles and Investment Plans and implements them primarily through ETFs, mutual funds and individual bonds, with limited individual stock exposure and both long- and short-term strategies; the firm may also use Separate Account Managers and aggregates block trades when appropriate. The brochure discloses participation in institutional custody and trading programs (Fidelity and Schwab) and indicates that, in certain cases, borrowing may be employed within separately managed accounts. What distinguishes the firm relative to many peers is its integration with accounting and tax services: the advisory business is affiliated with an accounting firm owned by the principal and the firm discloses that some advisory personnel devote material time to tax/accounting activities and tax-preparation work. The team also includes multiple credentialed professionals (e.g., CPAs, CFPs, CTFA, PFS, CRPS) and maintains a referral arrangement with an independent trust company to provide trust administration while retaining the role of investment manager for trust assets.

To learn more about the advisors currently working at Core Wealth Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.