Our Process


All Advisors are not created equal

You’re probably not a stranger to the ‘all advisors are alike’ school of thinking. We believe we bring something different to the table.

• We follow a disciplined, and proven, approach to establishing a professional relationship with you, our clients.

• We follow a prescribed, ongoing communication template in which we’ll establish and confirm your expectations and then proceed to deliver against.



CORE Wealth Management Strategy™


1. Fit Meeting In our initial “Fit” meeting, we will discuss your goals and objectives. The aim is to find out what is important to you and your family. It is during this time that we will determine whether or not we feel comfortable working together. Our experience has been that this process creates the foundation for a good long-term relationship.

2. Discovery Now it’s down to work! In this meeting, we will discuss in detail your current financial situation. The data collected will be used as the basis for your Personal Wealth Management Strategy.

3. Program Development Using the information gathered in the previous steps, our team will construct a program designed specifically to help achieve your goals. The program may include:

  • Portfolio Management
  • Retirement Income Strategies
  • Risk Management
  • Tax Minimization Strategies
  • Family Wealth Transfer (Estate Planning)

4. Presentation and Implementation Following our analysis, we will meet with you to review our preliminary recommendations and present a draft of your plan. At this time, we will decide the best course of action for you and/or your family, set time goals and establish responsibilities.

5. Progress Report Your plan should be reviewed at least annually so that adjustments can be made for changes in your personal circumstances and for changes in economic conditions.








Once we have a plan in place, we believe it is important to stay on course. Regularly measuring, and celebrating, your successes will not only keep you on course, but also keep you motivated.

Our disciplined, step-by-step process means that our team will be able to effectively integrate all facets of your financial life, maximize opportunities, and make changes to your established plan.


Our Commitment is Our Word

At Core Partners Group, we pride ourselves on our integrity. We hold ourselves to the highest of standards when it comes ethical business practices.


  • We act with the highest integrity in your best interests, placing them above our own.
  • We disclose to all sources of compensation and any potential conflicts of interest, should they arise, for our recommendations and services.
  • We make every effort to provide objective, impartial and complete information to you about your financial needs and commit to offering realistic advice with the options available to you. We will details the negative risks as well as the positive aspects of any recommendation.
  • We continually seek to maintain and improve our knowledge, skills and competence, providing advice only on matters within our areas of expertise.
  • And finally, we believe we are in a powerful position to make unbiased recommendations since we are under no obligation to sell proprietary products.

People and Relationships

  • We work hard to bring you value consistently!
  • From our deep knowledge of you, our clients, we provide input to IPC, which in turn helps them develop innovative products and services to respond to your evolving needs and desires. Everyone that works with us, from the top down, is consistently challenged to bring their A-game, developing themselves personally and professionally, all with the goal to serve you better by creating an environment of fairness, dignity and mutual respect, within which you will thrive.


  • We develop strategic alliances with like-minded companies to enhance our core competencies, serve you, our clients, more effectively and, as a result, build our business.
  • We follow a performance-based approach to measuring and monitoring our achievements. Staying on top of things consistently means that we can adjust and course correct where necessary for optimal success.
  • We believe in the value of using advanced technology support us in our efforts to innovate, improve effectiveness and deliver value consistently.

The Value of Advice

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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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