Meridian, ID Office

Core Wealth Partners serves individuals, trusts and small businesses, including high-net-worth clients, by providing discretionary portfolio management and integrated financial planning. Financial planning is included in its advisory services and the firm typically charges fees based on a percentage of assets under management while custodians such as Charles Schwab hold client assets.

The firm emphasizes a tactical investment approach that adjusts allocations among equities, fixed income and cash and also offers buy-and-hold equity portfolios; it implements strategies using quantitative subadvisors and the Schwab Managed Account platform. For clients seeking alternatives to public funds, Core Wealth incorporates private investments such as hedge funds and real estate funds, and discloses the attendant liquidity, valuation and trading-frequency risks associated with those vehicles.

Distinctive features in the brochure include routine use of third‑party subadvisors with separate disclosed fees, a firm-level policy not to aggregate (block) client trades (while acknowledging subadvisors may aggregate), and a written promoter referral arrangement that shares a portion of advisory fees. The firm’s advisors also have insurance sales affiliations and the firm receives support services from Schwab, both noted as potential conflicts of interest in its disclosures.