A complete list of active advisors currently associated with Core Wealth Management, LLC

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

Core Wealth Management is a three-advisor SEC-registered investment advisory firm that manages about $37.6 million for roughly 100 clients, primarily serving individual investors (including high-net-worth clients) and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and pension consulting services, and typically advises using mutual funds. The firm tailors portfolios to each client's suitability profile and generally applies Modern Portfolio Theory-driven asset allocation, model portfolios, and a mix of long- and short-term strategies; it may engage sub‑advisers to manage portions of accounts and exercises discretion to monitor and rebalance client accounts. Custody and trade execution are generally conducted through an institutional custodian platform, and the firm requires client authorization for fee deductions and discretionary trading. A distinctive feature of the firm is its affiliation with accounting practices and the presence of licensed accountants in senior roles; a principal spends a significant portion of time providing accounting services and the firm may recommend those affiliated accounting services to clients, which creates a potential conflict of interest (clients are not required to use the affiliates). The firm also has advisors licensed to sell insurance and may receive insurance commissions, and it uses an unaffiliated back‑office provider for administrative support.

To learn more about the advisors currently working at Core Wealth Management, LLC, 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.