Corecap Advisors

CoreCap Advisors provides personalized investment and portfolio management, financial planning, and oversight of third-party money managers. Investment decisions are tailored to each client's specific goals, risk tolerance, and time horizon using mutual funds, exchange-traded funds, individual stocks, and bonds. CoreCap Advisors also offers wrap-fee programs where advisory and brokerage services are bundled into a single fee. Financial planning services cover personal budgets, taxes, cash flow, insurance, retirement, and estate planning, delivered through written reports based on in-depth interviews and questionnaires. CoreCap Advisors works primarily with individuals, high-net-worth clients, trusts, estates, and retirement plans, collaborating with major custodians such as Charles Schwab, Fidelity, Axos, and RBC Correspondent Services.