CORE Integrated Wealth Information

At CORE Integrated Wealth, we are a team of Financial Planners working together to seek financial solutions for our clients. We believe it is a process, not a product, that creates successful results when planning a financial future. Our Mission - To understand and serve the financial needs of our clients with quality solutions and compassionate care. Based in Tomball, TX and serving clients throughout the Houston area, we build personalized strategies around your life — not a generic template. From young professionals building wealth from the ground up to pre-retirees and executives navigating complex decisions, we develop plans that grow with you. Our integrated services include: Wealth Management Retirement Planning Life Insurance & Medicare Supplements Tax & Estate Planning Guidance We don't have minimum dollar requirements, we don't disappear after an annual meeting, and we don't push products. We're lifestyle developers focused on turning financial confusion into clarity. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). CORE Integrated Wealth, Inc. and JWC/JWCA are unaffiliated entities. This content is not intended as a solicitation to buy or sell any security. Investments and services may not be available in every state. All information is based on material believed to be accurate but is subject to change.