Santa Rosa, CA Office
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Core Wealth Partners LLC
Team
Firm-wide stats for Core Wealth Partners LLC
About
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.
Based on Core Wealth Partners LLC
Expertise
Based on Core Wealth Partners LLC
Location
576 B. Street, Suite 2 G
Santa Rosa CA 94501
Advisors at this office
2
Advisors at this office
Michael H
CFP®, ChFC®, Series 63, Series 65
Santa Rosa, CA
Core Wealth Partners LLC
Michael Hall is a CFP® and ChFC® with 12 years of experience in the financial industry. He is currently with Core Wealth Partners LLC in Santa Rosa, CA, where he has worked since 2021. His prior experience includes roles at Western International Securities, Linkenheimer LLP, Holden & Company LLP, and Holden Hall Wealth Management. Outside of his advisory work, he is active as an insurance agent. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on equity market pricing discrepancies with an emphasis on capital preservation. The firm employs sector-focused long/short and event-driven strategies across technology, clean energy, and industrials, supported by proprietary risk management and performance-based allocation structures.
Adam W
Series 63, Series 65, Series 66
Santa Rosa, CA
Core Wealth Partners LLC
Adam Wiatrak is a financial advisor at Core Wealth Partners LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Western International Securities, Inc. and LegalShield. In addition to his advisory role, he is involved as an agent in accident and health, life, and variable insurance. Core Wealth Partners serves individuals, trusts, and small businesses, including high-net-worth clients, offering discretionary portfolio management and integrated financial planning. The firm employs a tactical investment approach with quantitative subadvisors and includes private investments alongside public funds in its strategies.
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