Wealth Management Solutions

From CoreStates

Proper wealth management is complex and, at times, cumbersome. It’s important, and difficult, to find advisors with the acumen and resolve to help you successfully…manage. Our clients look to us for ideas AND the necessary follow-through activity. To showcase our experience, we offer you a view into our time-tested processes. Hopefully this demonstrates our purpose: to help our clients through the complexity, to reach simplicity and sanity.

Wealth Management encompasses asset management, sophisticated financial planning, and asset protection. We list the following solutions for more insight:

Risk Management:

"It takes a sage to keep it!” The following are some of the hazards and potholes that could impact your wealth: destruction, theft, creditors, lawsuits, divorce, death, disability, improper elections, and poorly managed investments. With supreme care, we examine current policy coverages, methodically access risk and provide our clients with prudent advise to midigate perils. See our risk management processes to determine needs for both property and life/disability here:

Income Tax Planning:

We recognize the anxiety that is created when your tax verdict is unknown…or worse, the disappointment when you realize you unnecessarily paid too much!We employ advanced strategies to minimize and defer taxes.As importantly, we monitor your situation throughout the year, not just during reporting season (when frankly, it’s often too late).See our Tax Planning process here:

Wealth Transfer Planning:

Preserving a meaningful financial legacy is a key goal for most investors of means.Yet, the uncertainty and complexity of the current laws have many wondering how and what to do.Others simply don’t want to address these issues.We streamline the process through our expertise and time-tested processes (and typically reduce the attorney’s hours = $ savings!). See our Wealth Transfer process here:

We’re available to help you create a dynamic plan, designed to weather the host of contingencies.

Philanthropic Management:

We admire the endeavors to share your successes. Naturally, we want you to maximize the rewards to you and the community. To that end, we provide guidance to navigate the complexities and assist with thoughtful implementation. See more Philanthropic insight here:

Investment Management:

For those of higher means, investment management necessarily introduces more complexities. There are too many choices and elections at this level to adequately manage investments in isolation, as if operating in a vacuum. We recognized the need to introduce the aforementioned aspects to create tailored, integrated, and suitable solutions. See CoreStates Investment process here:

Wealth Administration:

Wealth certainly opens the door to many financial opportunities. With participation, comes more administrative and oversight demands...and they often become over-whelming and inadequate. We have state-of-the-art technology and services to track your investment activities across the various custodians and advisors. We consolidate your investment reports with industry compliant performance tracking – bringing you important insight, with simplicity and sanity. See examples of our Wealth Administration reports here:

In Summary:

Our Wealth Management Solutions are created through time-tested procedures and intimate knowledge of our clients. We recognize the link between breadth of services offered and happy clients. We feel obliged to offer these valuable integrated solutions with hands-on participation, knowing it improves the life and legacy of our clientele. Please contact us with any questions or requests.