Core Capital Wealth Management Group Company Profile, Contacts & Intelligence

Core Capital Wealth Management Group Overview

Core Capital is a boutique wealth management team specializing in financial planning and investment strategies for executives and high-net-worth families affiliated with WestPoint Financial Group to combine the personalized service of a boutique firm with the resources of a $20 billion wealth management firm. At Core Capital, we specialize in providing personalized financial planning and investment strategies tailored to executives and high-net-worth families. Our approach combines active tax management with access to exclusive private market opportunities, including private equity, private credit, real estate, and hedge funds. We also integrate philanthropic planning into our process, helping clients align their wealth with their values and create meaningful legacies. By delivering a balanced and diversified portfolio, we empower our clients to preserve and grow their wealth while achieving their long-term financial and charitable goals. With a focus on innovation and a commitment to exceptional service, we aim to simplify the complexities of wealth management and provide clarity and confidence for every stage of life.

Headquarters

United States

Website

www.corecapitalwmg.com

Industry

Investment Management

NAICS

Other Financial Investment Activities, Portfolio Management

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