Core Wealth Management

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Core Wealth Management Elevate success through strategic fundamentals and disciplined habits.

Days like this remind us why we love what we do. Core Wealth was honored to sponsor the Swing for the Shield event benef...
10/07/2026

Days like this remind us why we love what we do. Core Wealth was honored to sponsor the Swing for the Shield event benefitting the Lutheran Education Foundation. ⛳

Our team played great, but the real win was being able to show up and support our community in such a meaningful way. Nothing better than connecting over a game of golf for an incredible cause. 💙

Our research shows that becoming a millionaire is no mystery—it’s about building one good financial habit at a time. Get...
10/01/2026

Our research shows that becoming a millionaire is no mystery—it’s about building one good financial habit at a time. Get the details in our article in Uptown Magazine and let’s talk about which habits could work for you.

UPTOWN Vineyard 2026 celebrates the people, culture, style and experiences that make Martha’s Vineyard such an iconic destination for Black excellence. From compelling personalities and powerful conve

Building hope, one bed at a time! 🛠️💙Last week, our team joined forces with Pioneer Orthodontics and Excel Development G...
09/25/2026

Building hope, one bed at a time! 🛠️💙

Last week, our team joined forces with Pioneer Orthodontics and Excel Development Group to sponsor a hands-on build day with Sleep in Heavenly Peace. Together, we rolled up our sleeves and built brand-new beds from scratch for local children in need.

There is truly nothing better than coming together for a common purpose and making a tangible, lasting impact right here in our community. Every child deserves a safe, comfortable place to sleep, and we were honored to help make that a reality.

👉 Learn more about this incredible organization and how you can support their mission at SHPbeds.org.

09/15/2026
Our team was honored to sponsor a table at the Nebraska Family Alliance 2026 Gala. It is a joy to align with faith-based...
09/10/2026

Our team was honored to sponsor a table at the Nebraska Family Alliance 2026 Gala. It is a joy to align with faith-based non-profits that put their hearts into protecting and strengthening families. We are truly grateful for an evening centered on shared Christian values, strong communities, and meaningful fellowship. ✨🕊️

Hard work builds the future, and great clients make the journey worth it. Thank you for your continued partnership and t...
09/07/2026

Hard work builds the future, and great clients make the journey worth it. Thank you for your continued partnership and trust.
Wishing everyone a restful and happy Labor Day! 🇺🇸

Quality time with our clients and friends is always time well spent! 🤝⛳️We recently hosted a VIP day at Quarry Oaks Golf...
09/04/2026

Quality time with our clients and friends is always time well spent! 🤝⛳️

We recently hosted a VIP day at Quarry Oaks Golf Club. A day filled with great golf, an incredible steak dinner, and a wonderful opportunity to share the Core Wealth Management story.

We are so blessed by our community and grateful for the relationships that drive everything we do. Thanks to all who came out!

We were proud to partner with the Community Blood Bank for a team blood drive! 🩸 It is a powerful reminder of how a smal...
08/31/2026

We were proud to partner with the Community Blood Bank for a team blood drive! 🩸
It is a powerful reminder of how a small amount of time can make a lifesaving impact in our community.
We wrapped up the successful morning by connecting over a team lunch.

If you or your organization are looking for ways to give back, you can find local donation opportunities here: https://www.ncbb.org/donate-blood/ -a-location

Back to school is in full swing! ✏️🍎We are keeping all students, families, and teachers in our thoughts and prayers for ...
08/27/2026

Back to school is in full swing! ✏️🍎We are keeping all students, families, and teachers in our thoughts and prayers for a wonderful year ahead.
May this upcoming season be filled with growth, learning, and the beauty of fall.

Happy 2nd work anniversary to our Director of Insurance, Shelby! 🎉While she keeps our clients protected and our operatio...
08/20/2026

Happy 2nd work anniversary to our Director of Insurance, Shelby! 🎉
While she keeps our clients protected and our operations running smoothly, she is also the ultimate teammate and an absolute super-mom outside the office. We love watching our team members and their families thrive in all their sports and activities, and Shelby inspires us daily with her dedication both at home and at work.

To mark the occasion, we asked Shelby a few quick questions about her time with us:
• Fuel of choice: Red Bull ⚡
• Favorite family memory: Watching her kids grow, embrace their competitive spirit, and never give up.
• Work playlist: A mix of country and hip-hop to start, switching to total silence for deep focus. 🎧
• Excited for Year 3: Watching Core Wealth continue growing, encouraging one another, and staying on track as a team.

Thank you for two amazing years, Shelby!

Address

8333 Glynoaks Drive, Ste 100
Lincoln, NE
68516

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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