Like many good things, Corey Wealth started humbly and, thanks to our amazing clients, has grown into a robust practice. My top priority is to work from a seat of gratitude, and for my clients to experience trust, integrity, and a personal relationship that truly is a partnership.
Day-to-day, I provide guidance to the firm and our clients. In practice, that means aiding thoughtful and impactful decisions about complicated situations like equity compensation, what to do with concentrated stock, and how to navigate major life transitions. I genuinely enjoy bringing clarity to intricate concepts so clients can move forward confidently.
Outside of work, you can find me with my wife, Stephanie, and our kids, Liam, Blake, and Logan. We love traveling together, especially to Amsterdam to see Steph’s family. I still love and play soccer and softball, and staying active has always been my favorite way to unwind. My faith is very important to me, and our family find joys in supporting causes close to our hearts.
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