Core Wealth Management

Core Wealth Management is a financial planning and investment management firm located in Santa Barbara, California. The company employs 5 to 9 individuals and reports annual revenue of $2.5 million. Core Wealth Management provides financial planning and investment management services through LPL Financial. Their approach combines professional training in finance with behavioral economics to help clients understand their goals and develop personalized financial plans. The company emphasizes building long-term relationships with clients, acting as a trusted guide for their financial needs and those of their loved ones. They strive to simplify the complexities of personal finance and empower clients to confidently execute their financial plans. Clients can learn more about Core Wealth Management by visiting their website at corewealthmgt.com. For a list of states in which they are registered to do business, please visit www.coreinvestmentadvisors.net. Securities, Financial Planning, and Advisory Services are offered through LPL Financial, a registered investment advisor and member SIPC. Financial Planning is also offered through Core Wealth Management, a registered investment advisor and separate entity.