Individuals and Families

Green-Logo-Circle

Let’s Work Out How
We Help Get You There

We help guide individuals and families with personalized wealth management, retirement planning, tax planning, and risk management solutions. We work closely with you to help find the appropriate route to pursue your dreams.

Our Core Process

Together, we identify your financial concerns, evaluate their impact on your long-term goals, and create a roadmap to help manage your wealth through all life stages. Our Core Process includes the following three steps:

  1. Examine Your Complete Picture

    We begin with a total overview of your financial life. We weigh your goals against your priorities and current financial situation to help align your plan with your needs.

  2. Create Your Personalized Plan

    We combine our in-depth understanding of you and your situation with our extensive investment knowledge to create a plan designed exclusively for you. We coordinate the efforts of your other valued professionals, including attorneys and accountants, to build a cohesive strategy.

  3. Put Your Plan into Action

    Through ongoing monitoring, we periodically review, update, and adjust your strategy to address changing markets and your evolving needs.

two men and a boy enjoying nature

Portfolio and Wealth Management

We create a diversified, risk-appropriate portfolio that seeks to pursue your objectives. We work to align your investment strategy with your goals, following a disciplined approach with appropriate diversification and inflation-aware planning. We also take advantage of strategies that can reduce the negative impact taxes can have on your portfolio.

Retirement-Income-Planning-Icon

Retirement and Income Planning

We will explore your retirement income goals and the actions necessary to help pursue those goals. We'll identify your sources of income, size up your expenses, implement a savings program, and manage your assets and risks.

We evaluate your financial status and create an accumulation strategy to help fund your desired retirement lifestyle. When you transition into retirement, we implement a strategy to create a tax-efficient income stream that is designed with a goal to help cover your needs. 

Tax-Estate-Planning-Icon

Tax and Estate Planning

You can lessen the tax burden you face now and in the future by understanding your unique circumstances and navigating the evolving tax laws. As part of our process, we evaluate the tax planning strategies that can help improve your portfolio's tax efficiency.

With appropriate estate planning techniques, we seek to preserve the assets you transfer from excessive depletion by helping you understand the taxes you may incur and the strategies you can use to lessen them.


Core Wealth Advisory and Commonwealth do not provide tax and legal advice. You should consult a legal or tax professional regarding your individual situation.

Risk Planning

One of the important functions we serve is helping to preserve all you have worked to build. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.

As your experienced guide, we assess where your risk lies and determine your level of comfort with it. Then we explore the actions and plans we can put in place to help provide the appropriate approach you need.

woman working on a laptop

Let’s Work on Your Core

Strengthen your financial health. We help put you on track toward achieving your goals at every stage of your life.


Contact Us