Scottsdale, AZ Office
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CorePath Wealth Partners LLC
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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
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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