fiduciary advisors constructing personalized portfolios with dfa investment solutions
Portfolios constructed and managed by CFP® professionals who take a holistic approach to wealth management.
Investment solutions backed by decades of academic & scientific research from Nobel Prize winners and economic thought leaders.
Fee-only advisors committed to proactively managing low-cost, tax-efficient investment programs as part of your broader financial plan.
Disciplined Long-Term Investing using DFA Investment Solutions
Dimensional Fund Advisors uses academic research from influential economic thought leaders to construct investment solutions. At Core Wealth Management, our team of CFP ® professionals and CFA charterholders ® utilizes DFA ETFs and mutual funds to implement tax-efficient, broadly diversified, low-cost investment portfolios designed in conjunction with a client’s broader financial plan.
Your investments should be coordinated with every aspect of your financial life. We use DFA investment solutions to implement investment portfolios that are part of a comprehensive financial plan that considers your tax position, retirement timeline, income needs, and long-term goals.
Building globally diversified portfolios—tailored to your risk tolerance, tax situation, and financial objectives.
Aligning your investment and income strategies with personalized tax planning to help minimize liabilities over time.
Designing long-term savings and withdrawal strategies that work hand-in-hand with your investment portfolio.
Ensuring your day-to-day and long-term spending goals are supported by a plan that evolves with you.
Core Wealth Management: A Smarter Way to Invest in Your Future
Core Wealth Management is a fee-only advisory firm based in Jupiter, FL, focused on helping you grow, protect, and manage your wealth through every stage of life. As fiduciaries, CFP® professionals, CPAs, and NAPFA members, our team provides comprehensive, personalized advice rooted in honesty, integrity, and experience—so you can make informed financial decisions with confidence.
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