Welcome to iCore Wealth Management!

Our Mission

Our Core Financial Planning Philosophy

As financial planners, we can offer a fee-based approach. Often, we find that clients have multiple financial accounts in different places. We serve as the quarterback of your financial plan by completing an audit of what you have, strategizing a path forward and offering advice for a flat fee. While we always act on the best interest of our clients, this allows you the confidence of knowing we are providing the best advice for you as it relates to all aspects of your finances. 

We not only help you build a tailored plan that addresses all your financial needs and goals but we are committed to seeing your plan to fruition. 

Our CORE planning philosophy stands on the foundation of three "i"s:

  • Imagine: We help you dream bigger and imagine your amazing future.
  • Inspire: Once we have helped you visualize your future, we will inspire you to take the necessary steps to implement your plan.
  • Impact: The result of your actions and our guidance can be seen in the positive impact on your financial future and of future generations.

We are excited to help you... let's start with a conversation today!

We’re top ranked by Forbes

For two consecutive years, Forbes has recognized Michael as one of the top financial security professionals in California. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.

Forbes Top Financial Security Professional Logo

Forbes Top Financial Security Professionals list (July 2024), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Forum Recognition

Every year Northwestern Mutual recognizes the financial advisors who achieve the highest level of excellence in servicing their clients and impacting their community with the Forum Award. Only the top 3% of advisors achieve this honor. My team and I are thrilled of this recognition for this year’s Forum Award. We share this honor with you because our clients drive us to be committed and dedicated to providing exceptional financial planning every day. We take our responsibility seriously and yet try to have fun along the way.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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