- Las Vegas, NV Tax Specialist & CPA Advisory Firm
Separate financial planning & investment advisory services provided by Kyle Price, CFP®, of Kore Wealth Management.
TrueBooks CPA clients can connect with Kyle Price, CFP®, of Kore Wealth Management for financial planning and investment advisory services.
Kyle provides these services through Cambridge Investment Research Advisors, Inc., separately from the tax and accounting services provided by TrueBooks CPA.
TrueBooks CPA provides proactive tax & accounting. Kore Wealth Management provides fiduciary financial planning.
KORE
WEALTH MANAGEMENT
Fiduciary Financial Planning & Wealth Advisory
Separate expertise. Coordinated when appropriate.
TrueBooks CPA provides tax and accounting services. Kyle Price, CFP®, of Kore Wealth Management provides financial planning and investment advisory services through Cambridge Investment Research Advisors, Inc. TrueBooks CPA does not provide investment advice.
Advisory Partner
Services Provided by Kore Wealth Management
Through Kore Wealth Management, Kyle works with clients on financial decisions that may include retirement, investments, cash flow, risk management, and long-term wealth goals. These services are separate from TrueBooks CPA’s tax and accounting services.
Build a retirement strategy around income needs, savings, timing decisions, and long-term goals.
Income · Timing · Projections
Develop and manage an investment approach based on your objectives, time horizon, and risk tolerance.
Asset Allocation · Portfolio Design
Evaluate cash flow, insurance, major financial decisions, and other priorities within one unified planning framework.
Cash Flow · Risk · Major Events
Coordinate beneficiary, estate, charitable, and multigenerational planning considerations with your broader wealth goals.
Estate Coordination · Charitable
Kyle works with individuals, families, and business owners seeking ongoing guidance around retirement, investments, wealth planning, and other long-term financial decisions. When appropriate and with the client’s involvement, planning considerations can be coordinated alongside the tax work handled separately by TrueBooks CPA.
Certified Financial Planner™ professional
Kore Wealth Management
Henderson · Las Vegas
When Financial Planning May Help
Retirement, a business sale, major distributions, concentrated investments, charitable giving, and legacy decisions can involve questions that go beyond tax preparation. In those situations, TrueBooks CPA can introduce clients to Kyle Price, CFP®, of Kore Wealth Management for separate financial planning and investment advisory services.
Common Cross-Disciplinary Planning Situations
Retirement transitions
Investment strategy
Retirement income planning
Charitable planning
Business-owner planning
Liquidity planning
Legacy goals
Ongoing advisory support
How the Relationship Works
TrueBooks CPA remains responsible for the tax and accounting services it provides. Financial planning and investment advisory services are provided separately by Kyle Price, CFP®, of Kore Wealth Management through Cambridge Investment Research Advisors, Inc.
TrueBooks CPA acts solely in a promoter/referral capacity for these advisory services and does not provide investment advice, recommend securities, or act as the client’s investment adviser.
If you are interested in financial planning or investment advisory services, TrueBooks CPA can connect you directly with Kyle at Kore Wealth Management.
TrueBooks CPA continues to handle your tax and accounting work.
Kyle and Kore Wealth Management handle financial planning and investment advisory services.
You decide whether you want to engage Kore Wealth Management separately.
Any advisory relationship is governed by Kore/Cambridge agreements and disclosures.
Getting Started
Four simple steps to explore fiduciary financial planning tailored to your overall life goals.
Review the types of financial planning and investment advisory services Kyle provides through Kore Wealth Management.
Your inquiry is directed to Kyle and Kore Wealth Management, not to TrueBooks CPA for investment advice.
Kyle can learn about your objectives and explain Kore Wealth Management’s planning and advisory approach.
Any financial planning or investment advisory relationship is separate from your relationship with TrueBooks CPA.
Connect With Kore Wealth Management
Important disclosures: TrueBooks CPA provides tax and accounting services and does not provide investment advice or investment advisory services. Kyle Price, CFP®, of Kore Wealth Management provides financial planning and investment advisory services separately from TrueBooks CPA. TrueBooks CPA acts solely in a promoter/referral capacity with respect to Kore Wealth Management and may receive referral compensation in connection with introductions, which creates an incentive to refer prospective clients to Kore Wealth Management.
Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Kore Wealth Management are not affiliated. Cambridge does not offer tax or legal advice. Cambridge Form CRS (Customer Relationship Summary) .
Cambridge and TrueBooks CPA are not affiliated.
