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.