Scottsdale, AZ logo

Scottsdale, AZ Office

Team
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CorePath Wealth Partners LLC logo

CorePath Wealth Partners LLC

Supported

Firm-wide stats for CorePath Wealth Partners LLC

Total advisors

3

Across 2 offices

Clients per advisor

77 High

Avg AUM per client

$1,130,679 High

HNW client ratio

32% Typical

About

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.

Based on CorePath Wealth Partners LLC

Expertise

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Based on CorePath Wealth Partners LLC

Demographic focus

Women Professionals

Based on CorePath Wealth Partners LLC

Location

7114 E. Stetson Drive, Suite #205

Scottsdale AZ 85251

Advisors at this office

2

Advisors at this office

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Mark B

Series 66

Scottsdale, AZ

CorePath Wealth Partners LLC

Mark Bonnett is a financial advisor with CorePath Wealth Partners LLC in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. His career includes roles at Securian Financial Services, Inc., C.R.I. Securities, Inc., and Black Gould. Outside of advisory work, he serves as adjunct faculty at Midwestern University College of Veterinary Medicine and holds nonprofit board and committee positions with Make-A-Wish Arizona and GAMA International. CorePath Wealth Partners provides discretionary investment management and financial planning services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers customized portfolios utilizing ETFs, mutual funds, equities, fixed income, and selectively uses options, private funds, and independent managers, combining ongoing client communication with technology platforms for portfolio monitoring.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Women Professionals
user avatar

Tina M

CFP®, Series 63

Scottsdale, AZ

CorePath Wealth Partners LLC

Tina Meyer is a CFP® with three years of industry experience, currently serving as a financial advisor at CorePath Wealth Partners LLC. Her prior experience includes roles at Stratos Wealth Partners, Sentinel Advisory Group, and Custer Financial Services. Outside of her advisory work, she is involved in pet sitting and dog walking through Rover. CorePath Wealth Partners serves individuals, families, trusts, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs a fiduciary approach combining in-house portfolio construction and third-party platforms, emphasizing ongoing personal contact and structured educational programs such as its iStartFirst Financial subscription platform for women.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Women Professionals
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