CORE Wealth Advisors, Inc. Email Format

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.

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