At Core Wealth Management, our aim remains constant. We are here for you, to help you cut to the essence of what’s important in your life – to bring informed clarity to the formation and implementation of your financial plans. We are here for you, to share the simple essentials on how to be a confident investor. We are here for you, caring about your interests as much as you do.
Core Wealth Management: At the center of your life’s plan.™
OUR FIRM HISTORY
Core Wealth Management was established in 2012, but our financial and investment services, as well as our Palm Beach County community roots, run deep.
Shortly after founding Schanel & Associates in 1994, our leadership identified the need for robust financial planning, investment management and related specialized services to complement the firm’s focus on building in-depth relationships with its CPA clients.
Initially, Schanel & Associates provided basic financial planning services to its clients upon request, but without the resources to follow through with implementation. Over time, it became clear that the adage, “If you want something done right …” applied, so we brought select financial planning and investment management implementation services in-house, initially through a broker/dealer arrangement.
Interest grew. In 2012, we felt it was time to create a new identity and a new brand – Core Wealth Management – with Todd Schanel as its principal, supported by our growing team. We remain affiliated with Schanel & Associates, but we are excited by the way that Core Wealth now best reflects who we are and what we have been about from the start: We are at the center of your life’s plan.
OUR CLIENT PLEDGE
As we strive to help you achieve your goals, Core Wealth Management pledges:
To lead with clear financial planning. Before we help you do, we help you plan. We’ll gather and simplify critical details. We’ll place the small pieces into the larger context of your life’s goals, helping you establish a sense of true financial purpose.
To promote confident investing. Converting your well-laid plans into sensible action, we elevate your investment activities above the daily market frenzy to best capture expected market returns according to your unique goals.
To bring a team approach to client care. Our whole is greater than the sum of our parts. We are a total-care team, drawing on our in-house professionals (financial managers and planners, investment advisors and accountants) as well as select alliances to bring you an array of wealth-related services as warranted.
To serve your best interests, exclusively. By establishing ourselves as an Investment Advisor firm registered with the SEC, we are committed to a legally binding fiduciary relationship with each of our clients. By design, we must put your highest interests ahead of our own.
To be considerate of costs. Integral to our fiduciary duty as well as our recommended investment strategy, we place a strong emphasis on ensuring your costs are well-managed and transparent. It’s essential to your success, and our own.
To make your life easier, not harder. In the services we provide, the strategies we recommend, the business structure we’ve formed and the personal relationships we establish, we never forget our constant aim: We are here for you.
MEET OUR TEAM
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, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.
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. She has extensive experience building practical, evolutionary financial plans for a wide range of risk profiles and circumstances.
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