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CORE Advisory Group

RIA Firm in Rock Hill, SC

Our Expertise

CORE advisors provide their clients with customized products and services to help them manage and preserve their wealth through all stages in life. Taking into account your needs, goals, and tolerance for risk, we will work with you to bring clarity to what you want to achieve and how to get there. Some of our key services are listed below.

Personal

  • Wealth Management 
  • Financial Planning
  • Estate Planning
  • Income Tax Strategies
  • Asset Protection
  • Charitable Planning
  • 401(k) and IRA Rollovers

Business

  • Succession Planning
  • Executive Benefits
  • Key Person Insurance
  • Funding Buy-Sell Agreements
  • Funding Deferred Compensation

Open Your Guided Wealth Portfolio

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* An investment in exchange-traded products (ETPs) involves risks such as market, non-diversification, price volatility, liquidity, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking error. There is no guarantee that the GWP GlidePaths will provide adequate income at and through your retirement.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary automated computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the US Securities and Exchange Commission, and LPL is also a member FINRA/SIPC. There is no assurance that Guided Wealth Portfolios are suitable for all investors or will yield positive outcomes. The purchase of certain securities will be required to effect some of the strategies. Investing involves risks including possible loss of principal.