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Insights

Boutique Growth Target mid-sized professional services firms and small business owners seeking holistic wealth management beyond investments, leveraging CORE Wealth Advisors’ evolved advisory approach that emphasizes comprehensive financial planning and transparent collaboration.

Tech Enabled Leverage the firm’s tech stack (AWS, Squarespace, WordPress, SEO tools, Google Analytics, MS 365) to offer digital onboarding, secure client portals, and scalable advisory services that appeal to tech-savvy SMB clients and professional practices.

Strategic Outreach Position CORE Wealth as the core advisor for life-cycle planning, offering services that integrate investments, cash flow, risk management, and succession planning to attract clients with evolving needs and preserve long-term relationships.

Growth and Scale Capitalize on a revenue range of 10M to 25M with 11-50 employees by highlighting efficiency, boutique service quality, and personalized planning to win clients from larger firms seeking more personalized attention at a competitive cost.

Athletes to SMBs Emphasize transferable experience from athlete-focused origins to serve small business owners, educators, and professionals, creating compelling stories for referrals and cross-industry expansion in wealth planning services.

Similar companies to CORE Wealth Advisors, Inc.

CORE Wealth Advisors, Inc. Tech Stack

CORE Wealth Advisors, Inc. uses 8 technology products and services including Amazon Web Services, Squarespace, WordPress, and more. Explore CORE Wealth Advisors, Inc.'s tech stack below.

CORE Wealth Advisors, Inc.'s Email Address Formats

CORE Wealth Advisors, Inc. uses at least 3 email formats:
CORE Wealth Advisors, Inc. Email FormatsExamplePercentage
FLast@corewealthadvisorsinc.comJDoe@corewealthadvisorsinc.com
100%
FLast@corewealth.comJDoe@corewealth.com
83%
First@corewealth.comJohn@corewealth.com
17%

Frequently Asked Questions

What is CORE Wealth Advisors, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact CORE Wealth Advisors, Inc.'s main corporate office by phone at
+1-863-904-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CORE Wealth Advisors, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCORE Wealth Advisors, Inc.'s official website is corewealth.com and has social profiles on LinkedIn.

How much revenue does CORE Wealth Advisors, Inc. generate?

Minus sign iconPlus sign icon As of September 2026, CORE Wealth Advisors, Inc.'s annual revenue is estimated to be $10M - $25M.

What is CORE Wealth Advisors, Inc.'s NAICS code?

Minus sign iconPlus sign iconCORE Wealth Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does CORE Wealth Advisors, Inc. have currently?

Minus sign iconPlus sign iconAs of September 2026, CORE Wealth Advisors, Inc. has approximately 13 employees across 2 continents, including North America and Oceania. Key team members include Co Founder: N. D., Director Of Investments, Chief Compliance Officer: P. W. and Director Of Tax Strategy, Financial Advisor: D. S. Explore CORE Wealth Advisors, Inc.'s employee directory with LeadIQ.

What industry does CORE Wealth Advisors, Inc. belong to?

Minus sign iconPlus sign iconCORE Wealth Advisors, Inc. operates in the Financial Services industry.

What technology does CORE Wealth Advisors, Inc. use?

Minus sign iconPlus sign iconCORE Wealth Advisors, Inc.'s tech stack includes Amazon Web Services, Squarespace, WordPress, Squarespace Commerce, Amazon Simple Email Service, Microsoft 365, Yoast SEO and Google Analytics.

What is CORE Wealth Advisors, Inc.'s email format?

Minus sign iconPlus sign iconCORE Wealth Advisors, Inc.'s email format typically follows the pattern of FLast@corewealthadvisorsinc.com. Find more CORE Wealth Advisors, Inc. email formats with LeadIQ.

When was CORE Wealth Advisors, Inc. founded?

Minus sign iconPlus sign iconCORE Wealth Advisors, Inc. was founded in 2013.
CORE Wealth Advisors, Inc. logo

CORE Wealth Advisors, Inc.

Financial ServicesFlorida, United States11-50 Employees

CORE Wealth Advisors, Inc. is a financial services firm based in Lakeland, Florida. It originated from providing financial direction for professional athletes and has evolved into a boutique wealth management practice that now serves small business owners, educators, professionals, and others. The firm views wealth management as an ongoing process that goes beyond investments, focusing on long-term relationships and a tailored advisory experience across multiple aspects of a client’s life. Its stated aim is to be the core advisor for all wealth management decisions, delivering a collaborative and transparent approach to strategy development.

As a participant in the financial services landscape, CORE Wealth positions itself as a boutique alternative to larger firms, emphasizing a personalized, long-term advisory relationship. In late 2022, the firm disclosed acquiring a stake in the Vanguard Mid-Cap ETF.

Section iconCompany Overview

Phone number
+1-863-904-****
Website
corewealth.com
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    CORE Wealth Advisors, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Co Founder at CORE Wealth Advisors, Inc.
    N. D.
    Co Founder
    Mobile Phone
  • Director Of Investments, Chief Compliance Officer at CORE Wealth Advisors, Inc.
    P. W.
    Director Of Investments, Chief Compliance Officer
    Mobile Phone
  • Director Of Tax Strategy, Financial Advisor at CORE Wealth Advisors, Inc.
    D. S.
    Director Of Tax Strategy, Financial Advisor
    Mobile Phone
  • Director Of Client Services at CORE Wealth Advisors, Inc.
    L. B.
    Director Of Client Services
    Mobile Phone
  • Financial Advisor & Client Relationship Manager at CORE Wealth Advisors, Inc.
    B. G.
    Financial Advisor & Client Relationship Manager
    Mobile Phone

Employee Directory

  • Customer Relationship Manager at CORE Wealth Advisors, Inc.
    S. R.
    Customer Relationship Manager
    Mobile Phone
  • Principal at CORE Wealth Advisors, Inc.
    C. F.
    Principal
    Mobile Phone
  • Financial Advisor at CORE Wealth Advisors, Inc.
    K. M.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at CORE Wealth Advisors, Inc.
    M. E.
    Financial Advisor
    Mobile Phone
  • Portfolio Analyst at CORE Wealth Advisors, Inc.
    A. F.
    Portfolio Analyst
    Mobile Phone

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