CORE WEALTH CONSULTANTS, LLC
WINTER GARDEN, FLORIDA

Core Wealth Consultants LLC | About Us About Core Wealth Consultants First and foremost, Core Wealth Consultants was built on one simple philosophy — putting our clients first. We know this is said by other organizations but as most of us know, actions speak louder than words. And if you judge us by our actions, we clearly have succeeded in our primary goal. Read More About Core Wealth Consultants Tim began his financial career in 1978, and spent eight years in the commodity business on the trading floors of both the Chicago Board of Trade and the Chicago Mercantile Exchange. What followed seemed like a natural progression from working with clients trading commodities to helping clients invest in the stock market in 1985. Since then he has worked in various roles with a few different firms and has always maintained a strong passion to help clients with their investments. A recent milestone for Tim was passing the (CFP) Certified Financial Planning test in March of 2007. Patrick McGorisk has a solid and simple investment philosophy. He believes in seeking to bring value through knowledge and discipline to investment and retirement planning for hard working folks. He developed that philosophy over many years, since he graduated from college in 1985. Looking to open the door to a career in financial services, Patrick began working in the operations department of a Detroit-based Stock Brokerage firm. After obtaining his securities license in 1986, Pat leveraged his experience in operations to better serve clients and became a Branch Manager in 1992. What started as a career to become a stockbroker evolved into becoming a highly successful executive leading many offices in multiple states. Core Wealth Consultants LLC | Financial Planning Done Just Right Making Financial Decisions with Confidence Create a financial plan with the help of CFP® in less than two hours! Let’s make a plan! The first step in any journey is creating a plan. PlanAssist® makes this step easy, affordable, and incredibly helpful when it comes to being in control of your financial future. Do what ifs and change scenarios on your own online or with an advisor to see what options might be best for you personally. No cost or obligation to see if we can help you have more confidence in your financial future.