Core Wealth Managers is a leading wealth management firm that aims to put their clients at the core. Founded in 2008 by Kevin French and Stephen Cole, who left large financial firms to offer clients support and protection during challenging times. Core Wealth is built on long-term relationships, recommendations, and word of mouth, prioritizing trust and the best interests of their clients over paid advertising and shortcuts.

With their innovative approach to technology and unique investment research capabilities, Core Wealth is known for providing big-firm expertise with boutique service. Their approach begins with understanding their clients' needs, with a focus on protecting, organizing, and growing their wealth. They aim to protect their clients from confusing advertising, high fees, and unnecessary risk.

They also help consolidate investments, reduce tax bills, and balance risk with optimized asset allocation. Core Wealth's investment philosophy is centered around constructing and managing independently researched, diversified portfolios that align with long-term objectives. Through continuous scanning of global investment opportunities and filtering out noise, they strive to drive long-term returns for their clients.

At Core Wealth Managers, they are committed to being trustworthy advocates for their clients' financial well-being