Core Capital Management

Core Capital Management, LLC (CCM) is a fee-based financial advisory firm founded in 2007, specializing in providing wealth management services to families, business owners, and executives. Committed to acting as a fiduciary, CCM prioritizes its clients' best interests in all financial decisions. The company offers a range of services, including private wealth management, sustainable investment management, and business owner planning, with a focus on customized solutions to meet individual client needs. CCM emphasizes transparency and clear communication, avoiding "bullsh*t" and offering direct access to founder and managing member Kyle Scrimgeour.

CCM takes pride in its sustainable business practices, reflected in its B Corporation certification and commitment to ethical conduct. The firm's services are tailored to address specific financial goals, from college planning and retirement planning to succession planning and business retirement plans. With a deep understanding of the challenges faced by its clients, CCM combines financial expertise with personal care and a client-centric approach, building long-term relationships based on trust and mutual respect.

Core Capital Management, LLC (CCM) is a Registered Investment Advisor dedicated to helping business owners and their families create and preserve wealth. Founded in 2007 by Kyle Scrimgeour, CCM operates as a financial fiduciary, prioritizing the best interests of its clients. They offer a range of services including private wealth management, sustainable investment management, and business owner planning. CCM is committed to providing high-level attention, personalized advice, and a transparent, no-nonsense approach to financial planning.

Core Capital Management promotes a culture of transparency, honesty, and accessibility. They pride themselves on providing "no bullsh*t advice" and cater to busy clients who value clear and straightforward communication. Their focus on sustainability, both in their business practices and investment strategies, demonstrates their commitment to ethical and socially responsible principles.

Core Capital Management demonstrates a commitment to diversity, equity, and inclusion by prioritizing the needs and perspectives of their clients. They openly acknowledge the challenges faced by families and business owners, emphasizing that they share these experiences. Furthermore, their website highlights their commitment to acting as a financial fiduciary, which demonstrates their dedication to fair and equitable practices. While there is no specific mention of formal DEI initiatives, their focus on accessibility, transparency, and acting in the best interest of their diverse client base suggests a dedication to inclusive practices.