A complete list of active advisors currently associated with CorePath Wealth Partners LLC

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

CorePath Wealth Partners provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, businesses and retirement plans. The firm offers ongoing portfolio management, standalone or ongoing financial planning, and retirement‑plan advisory services that can include participant education and IPS monitoring. CorePath constructs customized portfolios using ETFs, mutual funds, individual equities and fixed income, and may use options, private funds or unaffiliated independent managers where appropriate. The firm combines continuous client contact and periodic portfolio reviews with technology and third‑party platforms (including Fidelity and a Wealth.com estate‑planning integration) to implement and monitor strategies. Distinctive elements in the brochure include iStartFirst Financial, a subscription platform aimed at women that provides 52 weeks of educational content, monthly in‑person and virtual meetups, coaching and an optional “Private Wealth Relationship” with CorePath for one‑on‑one advisory service. The ADV also discloses an institutional relationship and launch support from Fidelity and that the firm may recommend certain private funds in which an owner has a minor interest, which the firm describes and discloses as a potential conflict of interest.

To learn more about the advisors currently working at CorePath Wealth Partners 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.

You can also browse CorePath Wealth Partners LLC's office locations.

Name	Location	Years of experience
Jacqueline Battista	Denver, CO	15
Mark Bonnett	Scottsdale, AZ	28
Alfred Hunt	Bend, OR	14
Tina Meyer	Scottsdale, AZ	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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