Core Wealth Consultants LLC | About Us
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About Us

“The essential difference in service is not machines or ‘things.’ The essential difference is minds, hearts, spirits, and souls.” – Herb Kelleher

About Core Wealth Consultants

First and foremost, Core Wealth Consultants was built on one simple philosophy — putting our clients first. We know this is said by other organizations but as most of us know, actions speak louder than words. And if you judge us by our actions, we clearly have succeeded in our primary goal.

 

We started with the basic belief that no one can control the markets. Whether the markets go up, down, or sideways is not something investors can control. Our only certainties are that investors can and should control costs and/or investment expenses, the quality of the investments, the risk a portfolio has, and taxes to some degree.

Tim Clifford

Tim began his financial career in 1978, and spent eight years in the commodity business on the trading floors of both the Chicago Board of Trade and the Chicago Mercantile Exchange. What followed seemed like a natural progression from working with clients trading commodities to helping clients invest in the stock market in 1985. Since then he has worked in various roles with a few different firms and has always maintained a strong passion to help clients with their investments. A recent milestone for Tim was passing the (CFP) Certified Financial Planning test in March of 2007.

Patrick McGorisk

Patrick McGorisk has a solid and simple investment philosophy. He believes in seeking to bring value through knowledge and discipline to investment and retirement planning for hard working folks.

 

He developed that philosophy over many years, since he graduated from college in 1985. Looking to open the door to a career in financial services, Patrick began working in the operations department of a Detroit-based Stock Brokerage firm. After obtaining his securities license in 1986, Pat leveraged his experience in operations to better serve clients and became a Branch Manager in 1992. What started as a career to become a stockbroker evolved into becoming a highly successful executive leading many offices in multiple states.

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