Core Wealth Advisory is a team of independent financial advisors serving the specialized needs of young families, pre-retirees, retirees, business owners, and retirement plans. We believe a well-organized and clearly communicated financial and investment plan is the core to your financial well-being. We help you visualize your financial goals with greater clarity and educate you on the strategies and options available to you, so you are empowered to confidently make more informed decisions in pursuit of your long-term dreams. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Core Wealth AdvisoryCore Wealth Advisory890 Winter Street - Suite 205Waltham, MA 02451 Office: (877) 981-COREFax: (877) 981-2673 tporter@corewealthadvisory.comwww.corewealthadvisory.comSecurities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Core Wealth Advisory.This communication is strictly intended for individuals residing in the state of AZ, CA, CO, CT, DC, FL, HI, IN, MA, MD, ME, MI, MT, NC, NH, NJ, NY, OH, OR, PA, RI, VA, VT. No offers may be made or accepted from any resident outside this state due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.