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Core Wealth Partners

Core Wealth Partners was established to provide comprehensive wealth management services to our clients through a team approach represented by the associated professionals in the firm. • Portfolio Management • Retirement Planning • Tax Planning / Sheltering • Business Retirement Plans 401K’s/ 403B’s • 1031 / 721 Exchanges • Concentrated Stock Position Strategies

576 B Street Suite 2G
Santa Rosa, Ca 95401
(Map and Directions)

Website: http://www.corewealthpartners.com

Phone: (707) 568-2400 (Extension 105)

Categories: Tax Planning, Retirement Planning, Portfolio Planning

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