Core Wealth Management

05/30/2026

🎊 Happy Birthday to our Associate Wealth Management Advisor, Trevor! Have a great day!

05/28/2026

These simple lessons can build a strong financial foundation for your kids and grandkids. 👍

Understanding key financial concepts can help set your child up for success in the future.

05/25/2026

🎖️ In honor of the brave souls who made the ultimate sacrifice for our freedom. May their courage inspire us to live with purpose and gratitude.

05/21/2026

🎉 Happy Birthday, Luke! We're incredibly grateful for your expertise, dedication, and the positive impact you have on everyone around you!

05/15/2026

We recently gathered with a few longtime clients and friends for a private dinner prepared by Chef Aaron Young, owner of ChefauChef.

Through a shared meal and meaningful conversation, we were reminded how grateful we are for the relationships that continue to grow through the years. There’s something special about slowing down, gathering around the table, and making intentional time for connection.

At Core, we believe true wealth is built through trust, stewardship, and relationships - and we’re honored to serve the people who make this work so meaningful.

05/10/2026

💐 To the amazing moms on our team, thank you for everything you do at work and at home! Happy Mother's Day from the Core Wealth team!

05/04/2026

We are honored to have been named one of Fortune's 2026 “World’s Most Admired Companies”. We are especially grateful for our clients who helped us receive this recognition by placing their trust in us on their journey to financial security. We are excited to continue the momentum into 2026 and beyond!

04/21/2026

✨ Employee Spotlight: Cole Schaedel.

Great retirement plans start with a great team. Today, we’re highlighting our Director of Retirement Plans, Cole Schaedel, for his dedication to our clients’ success.

Q: What is your favorite part of working at Core Wealth?
"Being surrounded by a great team with a wide range of talents, and using those skill sets to make a meaningful difference in the lives of our clients."

Q: How do you approach retirement planning for different life stages?
"Every plan is unique. Whether we’re helping a young professional start their savings journey or guiding someone through the final steps toward retirement, our goal is to deliver tailored support. It’s incredibly rewarding to work with employers who truly want the best for their people."

2025 Highlight:
"Getting married in August and celebrating marriages of my close friends." 💍

We are proud to have Cole on our team!

04/13/2026

📈 Planning is the first step toward reaching your financial goals. Here’s how creating a road map can help you get further.

Financial planning is about more than just saving or investing: A holistic financial plan can give you the road map to secure your future for generations to come.