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Welcome To
Core Wealth Management

Serving Palm Beach, Martin and St. Lucie Counties

Whether you are seeking unbiased financial planning advice, independent investment management, retirement planning or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority.

As a fiduciary, we offer a range of financial advisory services, including:

fee only financial planning final cut
investment management final cut
Retirement Plan Consulting Jupiter Florida sm

As a fiduciary, we offer a range of financial advisory services, including:

fee only financial planning final cut
investment management final cut
Retirement Plan Consulting Jupiter Florida sm

Learn more about our comprehensive financial planning and investment services:

Learn more about our comprehensive financial planning and investment services:

What Sets Us Apart?

As an Investment Advisor firm registered with the SEC, we are legally bound as a fiduciary and our team of highly-trained Certified Financial Planning (CFP) professionals are committed to serving your best interests exclusively.

What Sets Us Apart?

As an Investment Advisor firm registered with the SEC, we are legally bound as a fiduciary and our team of highly-trained Certified Financial Planning (CFP) professionals are committed to serving your best interests exclusively.

WE PRIDE OURSELVES on taking a personal and comprehensive approach to wealth management.

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Our Commitment To You

Our team of CFP professionals is committed to providing unbiased financial advice; we enter into legally-binding fiduciary relationships with each of our clients.  Furthermore, as a fee-only advisor with our sole source of compensation coming from our clients, we seek to  minimize conflicts of interest and offer confidence that we work exclusively for those we serve.

commitment icon

Our Commitment To You

Our team of CFP professionals is committed to providing unbiased financial advice; we enter into legally-binding fiduciary relationships with each of our clients.  Furthermore, as a fee-only advisor with our sole source of compensation coming from our clients, we seek to  minimize conflicts of interest and offer confidence that we work exclusively for those we serve.

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Our Focus On Planning

By taking the time to understand your unique financial goals and concerns upfront, we can develop an appropriate, integrated and flexible strategy for your investment portfolio.  By keeping the focus on the plan, day to day market noise becomes less relevant and the portfolio can do what it is meant to: serve as a tool for achieving your financial goals.

focus icon

Our Focus On Planning

By taking the time to understand your unique financial goals and concerns upfront, we can develop an appropriate, integrated and flexible strategy for your investment portfolio.  By keeping the focus on the plan, day to day market noise becomes less relevant and the portfolio can do what it is meant to: serve as a tool for achieving your financial goals.

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Our Integrated Approach

The advisors at Core Wealth Management draw upon their collective expertise in financial planning, investment management and tax planning to evaluate your entire financial picture in a cohesive manner. Opportunities are identified and integrated solutions are developed with an understanding of how each decision impacts the others facet of your plan.

integrity icon

Our Integrated Approach

The advisors at Core Wealth Management draw upon their collective expertise in financial planning, investment management and tax planning to evaluate your entire financial picture in a cohesive manner. Opportunities are identified and integrated solutions are developed with an understanding of how each decision impacts the others facet of your plan.

MEET OUR TEAM

Todd Schanel

Todd Schanel, CFA, CPA, CFP®

Principal and Director of Investment Advisory Services

Todd’s vision was to build a firm that offers independent and objective financial advice that helps clients simplify the planning process as they work toward the achievement of their financial goals.

Jackie Goldstick Core Wealth Management Jupitert Florida cropped

Jackie Goldstick, CFP®

Director of Financial Planning Services

Jackie’s passion for assisting individuals and families with their financial planning needs has shaped her interest in ensuring that each Core Wealth client establishes a strong financial plan as step one in their relationship.

Your Fee-Only Financial Advisor

Individuals and families seeking a champion for their personal wealth need possibilities and opportunities, guided by readily accessible expertise.  Instead they often encounter boundaries and limitations.  As a Registered Investment Advisor firm with a fiduciary obligation to our clients, Core Wealth Management is a fee-only firm; our sole source of compensation is from our clients, in the form of flat-fees, hourly fees or a percentage of assets under management.  Our services and fee structures are flexible and transparent, structured to meet your financial means and needs.  

Your Fee-Only Financial Advisor

Individuals and families seeking a champion for their personal wealth need possibilities and opportunities, guided by readily accessible expertise.  Instead they often encounter boundaries and limitations.  As a Registered Investment Advisor firm with a fiduciary obligation to our clients, Core Wealth Management is a fee-only firm; our sole source of compensation is from our clients, in the form of flat-fees, hourly fees or a percentage of assets under management.  Our services and fee structures are flexible and transparent, structured to meet your financial means and needs.