Core Wealth Management Management Team
Contact top employees from
Core Wealth Management
Summary
To collaborate with individuals and business owners to implement strategies that will help them towards their investment, retirement, insurance, and estate planning goals, by providing unparalleled co...Show more
Organization Website | corewm.com |
Social Links |   |
Phone Number | 724-371-8090 |
Industries | |
Headquarters Location | 6031 Wallace Road Ext., Wexford, PA, 15090 US |
Employees Size | 1-10 employees |
Specialties | Retirement and Investment Planning, College Planning, Private Asset Management, Disability Insurance, Long-Term Care Insurance, Health Insurance, Life Insurance, Estate Planning and Inheritance |
Founded | 2003 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1997 | Privately Held | 25 - 100 | 8.9M | $0 | |
| 2003 | Privately Held | 1 - 25 | 2.7M | $0 | |
| 2012 | Privately Held | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Core Wealth Management shows a diverse range of experience levels:
6% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years11% for 5–7 years11% for 8–10 years39% have over 11 years of service at Core Wealth ManagementEx-employees positions
In Company
In New Company
Contact top employees from
Core Wealth Management
Jeanette Haire
Financial Planning Assistant
Rob Youngdahl
Practice Manager
Luke Tewes
Financial Advisor
Matthew Stanley
Investment Adviser Representative of Grove Point Advisors, LLC
Garrett Bunch
Certified Financial Planner
Megan Ries
Office Manager
Austin Ward
Supporting Financial Representative
Amy Henderson
Paraplanner
Chris Schaedel
Founder & Partner
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FAQ
Core Wealth Management operates in the Finance industries. More details can be found on the official website: corewm.com.
The headquarters of Core Wealth Management are located in Wexford, United States.
You can contact Core Wealth Management by phone at 724-371-8090.
Core Wealth Management currently employs 1-10 people.
Well-known competitors of Core Wealth Management include Castle Wealth Management, Strategic Wealth Planning and PRIME Wealth Management.
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