In 1994, Sean Ries began working in the financial industry at Allmerica Financial. He worked as a financial consultant until 2003 when he left Allmerica to create Core Wealth Management. Sean designed Core Wealth Management as a single resource for his client’s financial needs. In 2009 he created a space where other financial advisors with similar investment objectives can share resources and grow their practices.

 

Our Company

Core Wealth Management provides clients with advice and assistance to help them pursue their financial goals. Having hundreds of clients of varying ages and income levels, our representatives have the experience and knowledge necessary to create a personalized and effective financial portfolio. To meet changing needs and account for variables beyond the economy, they ensure clients receive comprehensive financial advice and tools to monitor their progress. As investment advisors and/or registered representatives of H. Beck, Inc., our advisors are able to offer investment advice and securities in various states through the broker-dealer. Because of this relationship we can offer many options to develop optimal portfolios not only in retirement planning but also life insurance, college planning and more.

Not only do we work with individuals, but also with businesses and non-profits. We help business owners navigate through the selection of appropriate retirement plans as well as employee benefits such as life insurance. Non-Profits come to us to help choose diversified investment portfolios to help meet strategic objectives unique to the organization’s principals.


Asset Management

Implementing the right plan is one of the most critical decisions an investor has to make. Since each individual has different reasons for saving, we provide customized wealth management strategies tailored to your needs.

Our advisors are guides for your financial well-being. They are available to help you with:

  • Investments & Retirement
  • College Planning
  • Managed Accounts
  • Estate Planning & Inheritance
  • Insurance Needs Analysis
  • Comprehensive Viewing Tools