Our Mission

How We Work

Core Wealth is comprised of individuals who share a strong work ethic, integrity, respect, and desire to better serve their clients. The mission of Core Wealth is to develop and achieve our client’s financial goals by working with them to create a solid bedrock. We believe that by sticking to the fundamentals and building a solid foundation, financial goals are able to withstand various obstacles throughout the process of pursuing financial independence.

Humans are wired for connection. We want to let you know you don’t have to build your future alone.

The Bedrock Process

When we develop your tailored plan, we stick with you every step of the way. From accumulation to preservation to assisting in legacy planning; it all starts with solid fundamentals.

Our History

Dan joined Waddell & Reed as a Financial Advisor in 2007. Core Wealth was created in 2019 and Katie joined the team in 2020. After Core Wealth moved to LPL Financial in 2021, Katie became a licensed advisor.

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