Bringing you live news and features since 2006 

Core Financial Advisory joins Brewer Investment Group

RELATED TOPICS​

Financial services company Core Financial Advisory has joined wealth management firm Brewer Investment Group to enhance existing business solutions for complex estate and tax issues, multi-generational planning and wealth transfer.

Core Financial Advisory specialises in creating and implementing financial plans using investments, insurance products, and strategies for high-net-worth individuals, families, and businesses.

The company services family office clients with over USD25m in net worth. Core’s strategies revolve around wealth accumulation, wealth transfer, charitable giving, business succession, and executive benefits with a focus on tax strategies.

“The full range of Brewer’s traditional and alternative investments, insurance products, access to estate planning expertise and other sophisticated financial services creates a strong synergy and an attractive value proposition for Core’s clientele,” says Steve Brewer, founder and chief executive of Brewer Investment Group. “We understand the importance of transparency and independence in serving the special financial needs of high-net-worth clients.”

David Bekenstein, managing director of Core Financial Advisory, has more than 20 years of financial services expertise and has held positions within the insurance industry and major national brokerage houses as an agent, sales manager, broker/financial adviser, regional estate and business planning consultant, and regional manager.

He is joined by Todd Feldman, who has nearly 15 years’ experience in wealth management and financial services. The team also includes Stuart I. Miller, director. He has more than ten years’ experience in the financial services industry, serving the high and ultra high net-worth market.

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by