It begins with our team and then integrates from the individual into the family, and on through community. We partner first with each other, and this leads to a well-synced, symbiotic ensemble. We also engage with professionals across the realms of wealth management to bring you the finest cadre of knowledge, talent, and experience within the industry.
Our refusal to settle for anything less than the best allowed us to assemble a preeminent team of professionals who excel in their roles. Each member of our team has refined their professional craft, and CorePath prides itself in the service built upon everyone’s collective talent.
Cultivation is key for ensuring abundance. Much like fostering a fruitful garden, attention and care are at the core of our services. Each step of the way is tailored, and each journey is uniquely nurtured in order to bring forth the richest results.
Why pretend to be something you’re not? At CorePath, we don’t hide behind facades. Authenticity is the root of genuine success, and we know that being in alignment with our values helps us balance and prioritize your unique needs.
The beating heart of CorePath is the human connection. Our team represent the life-blood of legacy: integrity. Simply put we walk the walk, and you can rest assured knowing you’re protected at every turn.
It is our role and responsibility to do what is best for you. This involves being up front, honest, and proactive in the information we provide. We will always do what is best for you, and keep you informed every step of the way.
Imagine your entire financial team working for you in one transparent, fiduciary-level engagement! Our ecosystem approach empowers you to get the most out of life and focus on what matters most to you, at your core. It is not about a referral network and unaffiliated professionals, it is about a coordinated internally-managed plan. Have questions about your wealth management? – reach out here
From strategic asset allocation and evidence-based investment philosophy to private access to non-public investment opportunities – we treat you like family! Our time tested, transparent, fiduciary-level investment philosophy puts the individual client and their objectives at the center of the investment portfolio. Our fiduciary approach to investment management removes commissions that can cause a conflict of interest. Have questions about your investment management? – reach out here
A well designed risk management program is not about simply buying insurance. How risk is covered is not a fun topic to discuss, and it is commonly overlooked due to overemphasis on traditional insurance solutions. With our Risk Solutions program, our experienced team works to determine options on how risk can be handled; discuss ways to transfer risk and how to structure coverages. This is an audit and consulting process not a sales pitch! Have questions about your risk solutions? – reach out here
Tax & Accounting Resources
We offer not only top-tier tax and accounting services and planning to all our clients, but we coordinate this service differently, according to the type of client relationship you have with us. Tax/Accounting services are provided through one of our affiliates, James Lee of JLAC, Inc. Have questions about your taxes and accounting? – reach out here
Business Financials Management
Just like us, many of our clients are practice or business owners. One of their most pressing worries is managing their companies’ financial health. This can rob you of the time you need to innovate, build, and succeed. By handling these time-consuming and complex operations for the owners of these practices and companies, we are able to empower them to take their lives back, reduce expenses, increase morale on their teams and retain key talent.
(Examples of services: benchmarking of financial statements and goal planning around business cash flow and expenses. Strategy for taking income from the business, tax planning, employee benefits and company sponsored investment plans, HR solutions and outsourcing.) Have questions about your business financials management? – reach out here
Based on the level of engagement with our firm, clients have access to concierge-level services that make their lives more efficient and enjoyable. We can provide access to Self-Improvement and Branding experts, Wellness and health experts as well as private music and sporting events, vacations at luxury homes (we are not talking Airbnb here), access to private aircraft or yachts, and car-buying services.
Examples of Services: Personal coaching, Branding, CorePathTravel, Car Concierge. Have questions about your concierge service? – reach out here
Women’s Education & Community
Well-known facts: women live longer than men and hold 80% of the buying power, however, they are often under-educated about finances. Get started in minutes by taking control of your financial future with a community driven program for women and by women, iStartFirst Financial. No minimums, no gimmicks, and all of the hands-on, real strategies for financial planning and investing that your parents, schools and colleges never taught you. iStartFirst Financial is rooted in 3 pillars: personal connection, community, and education. Ready to start? – learn more here