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C.O.R.E

Purpose. Passion. Pursuit.  These three words capture why we do what we do at Buchanan Wealth Management. 

We partner with our clients to help create for them a path to Pursue the Purpose and Passion they have identified in their lives. 

Many people have a list in their mind of things they want to do or wish they could do.  Unfortunately, many times that is where the list remains - in their minds.  We believe identifying a purpose and passion is the first step toward making that list a reality. Then, through partnership with BWM, a path can be developed that brings those desires to life rather than just existing as an idea.  We exist to see our clients come alive with the understanding of what separates them from the Purpose and Passion they desire.  For this reason, we place financial planning at the core of what we do.  Without a plan, an individual will lack clarity on their true financial situation and what it takes to get where they want to be. Our C.O.R.E. process positions our clients to have a plan of action, rather than the default plan of REaction.

Read more below about our C.O.R.E. Approach.


If you’re interested in learning more about the services we provide or becoming a client of Buchanan Wealth, please visit our Becoming a Client page.