Why Core Wealth Management?
At Core Wealth Management we value meaningful conversations with our clients that can lead to a depth of planning that most people may not achieve with their advisor. We build long-term, committed relationships with our clients that focus on personalized financial plans driven by the client's goals and objectives. Our team approach provides a "First Class" experience for each client we work with.
Our Core Values:
Authentic
We value meaningful conversations with our clients that can help lead to a depth of planning that most people don't achieve with their advisor. Our genuine caring interest creates trusting relationships over the long-term. We challenge our clients to focus on the fundamentals and build disciplined habits that lead to their long-term success.
Loyal
We build long-term, committed relationships with our clients that focus on personalized financial plans that are driven by the client's goals and objectives. We enjoy mutual trust with our clients that can help lead to successful outcomes for their future.
Servant Heart
Our team approach provides a "First Class" experience for each client that we work with. We do this through attention to detail, follow through, and consistently going above and beyond in all interactions with our clients.
To further the good stewardship of the productive servant
Our Purpose:
Good stewardship refers to the responsible management and protection of something entrusted to one’s care. At Core Wealth Management, we believe we have the responsibility to further the good stewardship of our time, talents, and treasures. The planning we do allows our clients and team members the ability to pursue this in their lives. The parable of the talents in Matthew 25:14-30, exemplifies living out good stewardship as the productive servant.
The Parable of the Talents tells the story of a master who had three servants. Each was given different resources they were responsible for while the master was away. When the master returned, each servant was required to give an account of what he had been given. The servant who only returned what he had been given, greatly displeased the master. The servants who increased what they were given, received the praise, “well done, good and faithful servant.”
At Core Wealth Management, the hope is that we are a vessel being used to bring forth God’s purpose in our lives.
Process focused planning
Our Niche:
Our advisors at Core Wealth Management share unique athletic coaching experience. Chris coached high school football for many years and Luke coached baseball at the college and high school levels. A great coach helps the players and team understand consistent processes for achieving their desired outcomes. Our advisors’ skillsets lead our clients and team members to realize their distinct maximum potential.
This background provides for a unique process-focused planning experience. We accomplish this by developing core fundamentals, habits, and discipline at the highest level. We help individuals implement strategies and principals that maintain a focus on the controllables. By keeping this focus, we cultivate high-level, logical planning that leads to long term success.