“The best interest of the client is the only interest to be considered.”

– Kore Wealth Management

Kore Wealth Management brings 20+ years of experience to the financial planning industry. We specialize in effective financial decision making to ensure clients achieve their financial goals. Our clients are from a variety of industries and backgrounds ranging from business owners to families and we offer specialized support for those going through divorce. With a very hands-on approach, we focus on developing a customized strategic financial roadmap that meets client goals.  

Advisors at Kore Wealth Management are not employees of a particular investment or financial services firm, they are better able to focus on your financial goals through unbiased guidance as independent financial professionals. You become our family while we help you achieve success.  

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Wealth Management & Financial Planning

Retirement Planning

Whether you are months or years away from retirement, we strategically work alongside you to bring your retirement vision to fruition without sacrificing the quality of life you have worked so hard to accomplish.

Comprehensive Financial Planning

Our financial planning approach allows us to understand your financial objectives, risk comfort level and end goals. By working together and utilizing our expertise in investing, tax management, and risk mitigation we will create a roadmap to your financial future.

Certified Divorce Financial Analyst®

We work with you during this difficult time to divide assets and determine the best financial decisions for the next step in your life including valuing and dividing property, retirement assets and pensions, spousal and child support, tax law and additional financial issues affecting divorce. 

Estate Planning

Not only does estate planning effectively distribute your wealth after death, but it is also an important tool to manage your affairs during your lifetime by spelling out financial wishes and ensuring they are carried out.

College Funding

It’s never too early to start saving for your child’s future. Education costs for universities today can be upwards of $100,000 per child so finding the right savings plan and finding tax-efficient strategies is essential.

Tax Efficient Strategies

Minimizing tax debt positions you to better achieve your financial goals. We will work together to evaluate potential strategies for increasing tax efficiencies and ensure you are getting the most value out of your income.
All Services

“Core investments build a solid foundation but with the extra is where you have opportunity”
-Kore Wealth Management

Fiduciary Duty:

Kore Wealth Management advisors are fiduciaries, which means we are required to always put your best interests ahead of our own, regardless of compensation, perks, or other benefits.

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