Developed by the trusted financial professionals from SC&H Financial Advisors, CORE presents you with:
- A convenient app with an overview of your portfolio
- Collaboration with a team of financial advisory professionals
- Ability to build and implement a financial plan with personalized advice
- Fiduciary-based investment management services through a team of registered investment advisers with no minimum AUM required
We know that the best financial planning and strategies come from a collaboration with our clients’ perspective combined with our experience. CORE provides a platform for us to get to that which is most important to you and get you on your way.