Business Details
23 Years
experience
Your Trusted Financial Planning Partner
Founded in 2003, Core Wealth Management collaborates with individuals and business owners to implement strategies aligned with investment, retirement, insurance, and estate planning goals. Our team of experienced financial advisors provides comprehensive, personalized advice tailored to clients' unique needs, ensuring adaptability to life's inevitable changes. With a commitment to exceeding client expectations, we offer 24/7 access to financial resources and prioritize transparent, client-centric service. Our advisors guide clients through wealth management strategies, leveraging extensive experience across varying financial portfolios and market conditions. 
Services
Financial Planning
Retirement Planning
Investment Management
Estate Planning
Insurance Analysis
College Planning
Business Retirement Plans
Nonprofit Portfolio Management
Details
- Year established: 2003
Highlights and features
- We provide personalized financial strategies tailored to your unique goals.
- Our advisors have decades of combined experience in wealth management.
- We offer comprehensive services spanning retirement, estate, and investment planning.
- We prioritize transparent communication and client-focused service.
- We maintain rigorous compliance with industry regulatory standards.
Associations and certifications
- Registered Investment Advisor
- FINRA
- SIPC
Services
Financial Planning
Core Wealth Management creates customized financial strategies tailored to individual goals. Our advisors help clients navigate investment decisions, retirement timelines, and risk management. With a focus on long-term growth and stability, we provide ongoing portfolio adjustments to adapt to changing market conditions and life circumstances.
Retirement Planning
We develop comprehensive retirement plans considering income needs, tax implications, and lifestyle goals. Our team assists with 401(k) rollovers, IRA management, and pension optimization. By analyzing current assets and future projections, we create sustainable withdrawal strategies to ensure financial security throughout retirement.
Estate Planning
Our estate planning services ensure efficient wealth transfer while minimizing tax liabilities. We coordinate with legal professionals to establish trusts, wills, and charitable giving frameworks. Through regular portfolio reviews and beneficiary updates, we help preserve family legacies across generations.
Business Retirement Plans
We guide business owners in selecting and managing retirement plans for employees. Services include 401(k) setup, profit-sharing strategies, and compliance monitoring. Our solutions balance employer contributions with employee benefits, supporting talent retention while meeting regulatory requirements.
Insurance Analysis
We evaluate clients' insurance needs through life, disability, and long-term care assessments. Our recommendations focus on protecting income streams and assets against unforeseen events. By comparing policies from multiple providers, we help clients secure cost-effective coverage aligned with their financial plans.
People
Sean D. Ries
Founder
With over 25 years in financial services, Sean established Core Wealth Management in 2003. He specializes in creating personalized investment strategies and has guided hundreds of clients through retirement transitions.
Richard Bopp
Financial Advisor
Richard brings decades of experience in wealth management, focusing on tax-efficient investment strategies. He helps clients optimize portfolios while maintaining compliance with evolving financial regulations.
Matthew Stanley
Financial Advisor
Matthew specializes in retirement planning and estate preservation. He works closely with clients to develop sustainable income strategies that adapt to changing market conditions and personal circumstances.
Megan Ries
Financial Advisor
Megan focuses on comprehensive financial planning for families and small businesses. Her expertise includes college funding strategies and intergenerational wealth transfer solutions.
Questions
What financial services does Core Wealth Management offer?
We provide financial planning, retirement strategies, investment management, estate planning, insurance analysis, and business retirement plan solutions.
How do you personalize financial plans for clients?
Our advisors conduct detailed assessments of financial goals, risk tolerance, and life circumstances to create customized wealth management strategies.
Are your financial advisors certified professionals?
Our team includes registered representatives and investment advisors with FINRA/SIPC member firm affiliations through Independent Financial Partners.
Can I access my financial accounts online?
Clients have 24/7 access to financial resources through our EMONEY and SEI platforms. Contact your advisor for login assistance.
Do you work with nonprofit organizations?
Yes, we help nonprofits develop diversified investment portfolios aligned with their strategic objectives and organizational missions.
