linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Core Wealth Advisors, Inc.

Headquartered in LAKELAND, FL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Core Wealth Advisors, Inc. is an investment advisor based in Lakeland, Florida. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth, managing over $506 million in assets. The firm has eight investment advisor representatives and has been in operation for at least 10 years.

Core Wealth Advisors, Inc.

124 SOUTH FLORIDA AVENUE

LAKELAND, FL 33801

$506.43M

Assets Under Management

2

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CORE WEALTH ADVISORS, INC. has a total of 1 branch locations across the country.
location

LAKELAND, FL

Advisors at Core Wealth Advisors, Inc.

View All 8 Advisors
Unclaimed
Benjamin Paul Greenman

RA

LAKELAND, FL

View Profile
Unclaimed
Charles Taylor Foss

RA

LAKELAND, FL

View Profile
Unclaimed
Paul Richard Weaver

RA

LAKELAND, FL

View Profile
Unclaimed
Kenneth Galen Moore

RA

LAKELAND, FL

View Profile
Unclaimed
Michael John Ehlenbeck

CFP®, RA

LAKELAND, FL

View Profile
Unclaimed
Andrew Taylor Foss

RA

LAKELAND, FL

View Profile
Unclaimed
Nathan Harold Dunham

CFP®, RA

LAKELAND, FL

View Profile
Unclaimed
Derek Declan dimond Stross

PFS®, RA

LAKELAND, FL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Core Wealth Advisors, Inc. is right for you?

Disclosures

There are no public disclosures for Core Wealth Advisors, Inc..

Frequently Asked Questions (9)

Not sure if Core Wealth Advisors, Inc. is right for you?