At Core+, we take a team approach to all our clients. You will have a 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…

The Financial Planning or Consulting services listed are generally those offered under the Wealth Advisory Services Agreement. However, fees and services are customized with each client agreement. For a complete list of fees and available services, please consult the most current Form ADV Part 2A and the Wealth Advisory Services Agreement that you may obtain from your Investment Advisor Representative.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the cost of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's ADV Part 2 as well as the client agreement.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including asset allocation and diversification.