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Review the following examples below in a printable PDF

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View an Investment Policy Statement
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Our Services

Core Wealth Consultants, LLC will help you meet your goals and objectives by building you a personalized portfolio.

  • Your portfolio(s) are based on your goals, objectives, and time horizon.
  • We keep fees are low because cost matters! Our goal is for you to receive high value advice and institutional investments.
  • We have a straightforward approach to help you with your retirement goals, investments, and financial decisions. Get Started NOW!
  • You will have access to state of the art investment tools and technology to help you invest even better.
Core Wealth Consultants, LLC…
  • was founded in 2012, Timothy Clifford and Patrick McGorisk each have over 25 years of investment experience. We hope you will benefit from our experience and knowledge.
  • will deliver high value investment products and financial advice very economically.
  • is a fee based advisory firm.
  • considers education a critical component of our relationship. You can expect to be a key part of the investment and decision process. As you are confronted with financial decisions, we will provide you with the knowledge, resources, and information you need to help make an informed decision with confidence.