Our firm was founded in 2010 by managing partners Ronn Kudlacek and Brad Wilson after they recognized the need for tax-smart independent fiduciary financial services. After establishing the financial firm in Houston, Texas Core+ expanded its services to include a full range of tax services including tax preparation, bookkeeping, and business services by acquiring our first tax practice in 2017. Core+ Financial Strategies has grown to include dozens of professional staff and a second location in Cypress, Texas.
Core+ Financial Strategies has been recognized as one of the top affiliates of Avantax Wealth Management®, a leader in tax-advantaged financial planning. We continue to strive to be an independent fiduciary firm that operates with discipline and transparency as we serve our clients. We deliver proactive, relational service tailored to your individual needs that goes beyond the numbers of your financial plan or tax return. With our guidance and education, our clients can live a life based on their unique goals as they pursue financial security. Our only priority is empowering you to be able to take care of yourself and your family. At Core+ Financial Strategies, we believe that long-term relationships that encourage open and honest communication are the cornerstone of success.
At Core+, we take a team approach to all our clients. You will have a Tax and Wealth Management Team that works together to develop, implement, and monitor your roadmap to success as well as support staff to assist with your needs and questions along the way. We are proactive in remaining informed with you and your investments, we are always available to address your concerns and revisit any aspect of your plan.