Core Wealth Consultants, LLC

Core Wealth Consultants is an independent, single-advisor firm that provides discretionary portfolio management and related advisory services to individuals and high-net-worth clients. Portfolios are constructed using stocks, mutual funds, and ETFs across U.S. and international equities, real estate, resources, bonds, and cash, with year‑round access to advice and periodic reviews.

The firm uses a planning framework called PlanAssist that organizes client objectives into Liquidity, Safety, and Growth, and supports advice with tools such as RightCapital (financial planning), Nitrogen (risk assessment), and Blueleaf (reporting); access to those platforms is included in the advisory relationship. Investment decisions are implemented on a discretionary basis with active rebalancing and a mix of fundamental, technical, and cyclical analysis, and accounts are reviewed at least quarterly.

Distinctive features for a solo independent RIA include the principal’s licensed insurance practice, which the brochure states occupies less than 10% of their time and may result in occasional insurance recommendations, and the firm’s explicit references to working with tax associates, indicating cross-disciplinary relationships that are less common among peers. The firm also notes its origin as a holding company for rental property and provides custodial billing and client access to reporting and planning tools, reflecting a broader service footprint than a pure portfolio-only manager.