Intelligent Wealth Management®
Sophisticated Investment Strategies.
Exclusive Access
- Lifetime Capital Needs: Seeks to ensure financial independence. Consistent, reliable cash flow & income to support your lifestyle.
- Wealth Surplus: Designed for growth, lifestyle enhancement, dynastic planning, and philanthropic needs.
- Your Next Venture: Focused on wealth creation, exponential and disruptive technologies, and unique investments.
Receive Monthly Market Updates
from Chief Investment Officer,
Kyle Kersting
Awards:
To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients
A family office providing concierge-level services, CorePath Wealth Partners is a four-time consecutive winner of the Five Star Wealth Manager award and has also been featured in Drug Topics Magazine and AZ Channel 7.
A high-net-worth individual is a person who owns liquid assets valued at $1 million or more. The term of art for wealth now is high-net-worth individual, or HWNI.
WSB-TV, virtual channel 2, is an ABC-affiliated television station licensed to Atlanta, Georgia, United States. It is the flagship television property of locally based Cox Media Group.
MarketWatch is a website that provides financial information, business news, analysis, and stock market data.
Drug Topics is the top-ranked monthly retail pharmacy publication. Since 1857, pharmacist readers have received timely news on all phases of community.
KAZT-TV, virtual and VHF digital channel 7, is an independent television station licensed to Prescott, Arizona, United States and serving the Phoenix television market.
Medical Economics is the leading health care business media brand for physicians, serving our audience of doctors through our print magazine.
Your Interests
Come First
True Fiduciary® Transparency for
Your Protection¹
- Embrace the legal obligation to place your interests first
- Deliver comprehensive financial planning
- Provide fee-only advice
- Never accept commissions
- Provide transparency on portfolios and investments
- Remain independent from any bank, broker dealer, insurance, or custodian
- Do not hold any client assets, securities, or money
- Do not create products to sell or price any public securities
Customized Investment Portfolios
Blending Public and Private
Market Solutions.
Public Investments
- Reasonable costs
- Relatively tax-efficient
- Disciplined, complimentary managers
- Diversified holdings to reduce expected risk
Private Investments
- Long-Term orientation
- Diverse platform
- Customization of vintage year and structure
- Illiquidity premium
- Market inefficiencies
Diverse Investment Opportunity
- Private Markets
- Tax-Efficient Investments
- Real Estate
- Qualified Opportunity Zones
- Private Capital
- Private Equity Secondaries
- Deep Network Sources
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Assets Under Management¹
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Barron’s Top Advisors¹
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Best Multi-Family Office¹
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Liquidity Events¹
Put Your Goals at the Center of the
Planning Process
“We simplify complexity with goals-based planning – providing the clarity and wisdom you need to take action confidently.”
Jesse Karich | Partner and Advisor
