KORE Private Wealth, an independent registered investment advisor, goes beyond face value to deliver purposeful and impactful wealth solutions to affluent investors.

We have the experience as well as the mindset and high energy to anticipate, assess and address the unique and complex needs of the wealthy, so that they can feel confident and comfortable in every aspect of their financial lives.

KORE Private Wealth

Vivek Jindal

Cfp® Chad Jaffee

Cfp® Jennie Sowers

Ben Sax

Adam Katz

Steven Smith

Leigh Pravda

Robert Jordan

Megan Beach

Gabriel Hines, CFA

Client Relations

Teams at KORE Private Wealth

Client Relations