Broker Check

Prospective Clients

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.
What you can expect…

What to Expect




Introduction Meeting
Our process begins with a complimentary initial meeting where we introduce our firm and services to you and gain a better understanding of your current financial situation, goals and concerns. We provide you with a list of documents to bring that will assist us in gaining a better understanding of your unique situation.


Plan Presentation
After learning more about you and your goals, we arrange for a second meeting where we will present you with an assessment of your current financial health and how we can help you plan for your financial future.



We will then begin to build a tax-smart plan for your financial success. Our comprehensive financial planning services include risk assessment, retirement planning, estate planning, tax planning, education planning and cash management.


Review and Refine
We believe that for your financial plan to be successful and stay relevant, we must stay current on your situation and life changes. Our advisors will review your portfolio with you, in person, every quarter.


Our Philosophy

Our philosophy is to manage your taxes and financial assets in a way that works best for you. We design your portfolio to help you pursue your financial goals without taking on more risk or tax liability than necessary. 

Our Clients

We have a fantastic client portfolio of individuals, businesses, corporate executives, and retirees. Our clients keep us busy but we maintain a personal relationship with each one. They are at the center of everything we do.

Our Reporting

We review client portfolios quarterly but can meet more frequently if you experience major life changes. All of our clients receive comprehensive statements quarterly in addition to having 24-hour online access.


Our Fees

Our investment advisory fee is paid in advance, due payable on the first day of each calendar quarter*. Trading and maintenance fees are included in the investment advisory fee.

*calculated based upon on the balance of the billable securities in the account as calculated on the last business day of the prior calendar quarter.

Financial Services

Financial Services

A complete range of tailored financial services for individuals and businesses.

Schedule a Complimentary Consultation

Thank you!