Wealth management · Henderson & SF Bay Area
Calm, clear guidance for the money decisions you can't undo
Retiring from a career, or rebuilding after a divorce: you've done hard things before. This one just needs a partner who explains instead of sells.
Two moments that bring people here
Retiring from a career
I've accumulated enough. Now I just need to not screw it up.
Turning a lifetime of savings into income you can't outlive is a decision you only make once, and you shouldn't have to make it alone. You'll get a written plan you understand, built with you, and steady guidance as life changes.
Make it last → Free guide: The 10 Retirement Decisions You Can’t Undo →Rebuilding after a divorce
My whole financial life changed overnight, and I need to rebuild it without being made to feel stupid.
Suddenly being responsible for everything is disorienting, and nothing to be embarrassed about. It's a different conversation, and it has a page of its own here.
Where rebuilding begins → Free download: The Divorce Financial Checklist →Is your advisor a salesperson in disguise? The question no one tells you to ask.
Kore's wealth management team are independent fiduciaries, legally required to put your interests first. Not employed by any bank, brokerage, or fund company, and with nothing to sell you, ever.
Why this matters: many advisors earn money when you buy certain products, so their advice and their paycheck can pull in different directions. A fiduciary's legal duty removes that conflict; most people simply never know to ask.
What working together looks like
1
The phone gets answered
A deliberately small client base, small enough to know your family and pick up when you call.
2
Plain English, always
You'll understand what your money is doing and why. No jargon, and no question too basic.
3
A plan, then a partnership
A written roadmap you can hold, and ongoing guidance as markets and life move.
How the fees work: the plain answer
Ask anything about it on the first call. You'll know exactly what you'd pay before deciding anything.
In their words
Most people find this practice the way you probably did: someone they trust told them about it.
“My husband and I have been with Alexi and Kore Wealth Management for 22 years. Alexi has provided exceptional financial management and advice for both of us.”
“I appreciate how she takes the time to explain what she sees happening in the markets… the growth over the years has provided a welcome sense of financial security.”
“When my wife died, she helped me quickly move money and set up new accounts for me to take over all our finances… they are very trustworthy and reliable.”
No compensation is being provided for sharing of opinions and experiences on this site. The reviewer’s comments may not be representative of any other person’s experience and are no guarantee of future performance or success. Click here to see all of our Google reviews.
The advisors
Alexi Howie, CFP® CDFA®
CFP® since 2005
“I want you to leave every meeting feeling calmer than when you arrived — questions answered, in plain English. The decisions are big; the conversations don't have to be intimidating.”
CFP® — Certified Financial Planner: the profession’s core planning credential, fiduciary standard included.
CDFA® — Certified Divorce Financial Analyst: specialized training in the financial side of divorce; far rarer than the CFP.
Alexi built her practice in the San Francisco Bay Area over two decades, and when she moved to Henderson eight years ago, her clients stayed with her, across state lines. She still visits them regularly.
Kyle Price, CFP®
CFP® since 2015
“I take the time to understand what matters most to you, then help turn your goals into a clear and actionable financial strategy. You can expect honest guidance, proactive communication, and a long-term partner who takes your success personally.”
CFP® — Certified Financial Planner: the profession’s core planning credential, fiduciary standard included.
For more than 17 years, Kyle has helped productive individuals and families navigate complex financial decisions with greater clarity and confidence. He built his practice around providing highly personal advice that connects each client’s wealth to the life, priorities, and legacy that matter most to them.
Start with a conversation
Fifteen minutes. Nothing to prepare, no obligation, just a chance to talk about where you are.
Book an intro call