Core Wealth Advisors

CORE Wealth Advisors provides discretionary separate-account management and non‑discretionary financial planning to individuals and a range of institutional clients, including pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities. As of March 27, 2026 the firm reports approximately $143.8 million in assets under management across about 149 clients and operates with two advisors.

The firm’s investment approach emphasizes strategic asset allocation guided by Modern Portfolio Theory, with a smaller tactical allocation applied opportunistically; equity exposure is generally implemented with low‑cost ETFs and mutual funds while fixed‑income exposure may include individual bonds and a fixed‑income‑only “Preservation” model. CORE Wealth Advisors uses both fundamental and technical analysis (including relative strength), seeks tax and cost efficiency by holding positions typically longer than 12 months, but acknowledges tactical moves can result in much shorter holding periods.

Notable departures from many peers include that both managing members hold state insurance licenses and may recommend commission‑based insurance products as part of planning, a practice the brochure discloses could present a conflict of interest but is expected to account for a very small share of revenue and allows clients to purchase recommended insurance elsewhere. The firm also describes a relationship‑focused, customized advisory model and the monitored use of artificial intelligence for client communications and notetaking as part of its operational practices.