Core Wealth. THE Wealth Advisory Partner for CPA Firms.
BECOME A POWERFUL ADVISORY FIRM
VALUE FOR YOUR CLIENTS AND YOUR FIRM
Core Wealth is the premier wealth management firm that is highly trusted and sought after by CPA firms looking to integrate wealth management into their practice. Core was built by CPAs for CPAs who have developed a simple and effective business model that CPAs understand.
As a professional wealth management firm, CPAs and their clients can trust Core and their partners to provide expert financial advice and investment strategies. Core's innovative approach brings unprecedented value and is helping CPA firms become leaders in an already competitive industry.
With Core, a network of specialists, stands behind the CPA firm, providing support and guidance every step of the way. Core's team is dedicated to helping CPA firms become successful by making them look good and supporting their firm in delivering results that set the standard for the rest of the industry. CPA firms that provide wealth advisory services to their clients do not go unrecognized and can expect positive client feedback and client satisfaction. Core Wealth is THE partner for CPA firms seeking to expand their service offering to include wealth management solutions to their clients and diversify their revenue streams.
BECOME A POWERFUL ADVISORY FIRM
By combining Core's innovative wealth management solutions with the existing services of a traditional CPA firm, the CPA firm is transformed into a powerful advisory firm that can provide comprehensive financial solutions to address the complex needs of its clients. The result is a full-service advisory firm that can unlock the hidden value of the CPA firm, enabling it to become a powerhouse and leader in the industry.
With Core, a network of specialists stands behind the CPA firm, providing support and guidance every step of the way. Core's team is dedicated to helping CPA firms become successful by making them look good – delivering results that impress clients and fuel growth. The value-added services that Core provides have resulted in satisfied and thankful clients who appreciate the financial expertise and investment performance that Core delivers. All in all, Core Wealth is the perfect partner for CPA firms seeking to integrate wealth management and create a full-service financial advisory firm that stands out from the competition.
BENEFITS OF THIS MODEL
CPA Firms can increase their revenue without additional billable hours by partnering with Alberta’s premier integrated Wealth Advisory firm.
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Increase revenue without additional billable hours
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No overhead expenses to your firm
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Work with Alberta’s premier integrated Wealth Advisory firm
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Attract and retain high-net-worth clients
CPA Wealth Management
MORE VALUE FOR YOUR FIRM
Core Wealth is not just a product; it represents an esteemed advisory firm comprised of highly regarded professionals from diverse disciplines. Crafted around a unified vision, we have assembled a team and established affiliations aimed at understanding and fulfilling your client's needs, all while safeguarding and honouring your existing client relationships.
With expertise spanning investment management, insurance planning, corporate financial planning, succession planning, and estate and tax planning, we are equipped to serve you comprehensively.
Integrate wealth management into your firm.
Let's get started! We will initiate an introductory call to delve into the concept of integrating wealth management into your CPA firm.
FROM TRADITIONAL TO INNOVATIVE
A deep dive into why your CPA firm should integrate wealth management. From a Business perspective and client service perspective.
UNLOCK YOUR VALUE
We make integrating wealth management SIMPLE, but it requires commitment from our partners to realize the full potential of your wealth division.
COMMITMENT & PROCESS
Your CPA firm is onboard and ready to build Your Wealth division. We are "Better Together".
BECOMING AN ADVISORY FIRM