Your Goals.
Doug Marcello, CFP®, works with you to develop a customized, flexible financial plan that serves as a roadmap as your life and goals evolve.
Your Goals. Your Future. Your Plan.
Doug Marcello, CFP®, works with you to develop a customized, flexible financial plan that serves as a roadmap as your life and goals evolve.
Personalized
Guidance
Financial plans designed for your unique circumstances and long-term goals.
Fiduciary
Commitment
Acting with integrity, honesty, and diligence – with your best interests in mind.
Fee-Only
Structure
No commissions or kickbacks, just objective advice to help you make informed decisions.
A Trusted Advisor for Life’s Biggest Financial Decisions
Doug Marcello provides thoughtful, personalized financial guidance built on trust, transparency, and a deep understanding of what matters most to you. Whether you’re a young professional, small business owner, or preparing for retirement, Doug offers strategic, customized advice to help you take control of your financial future.
Serving individuals and families with $750,000 or more in investment assets.
Comprehensive, Personalized Financial Advice
Your financial needs evolve, so should your financial plan. Doug designs financial strategies and offers recommendations to support your visions for success—no one-size-fits-all plans, just advice tailored to you.
Small Business Guidance
Helping entrepreneurs develop strategies to manage cash flow, minimize tax obligations, and plan for liquidity events.
Retirement Planning
Creating tax-efficient savings and withdrawal strategies to help provide financial security and support long-term retirement goals.
Estate and Legacy Planning
Working with you to establish clear directives that structure wealth to support future generations and charitable inclinations.
Investment Planning & Management
Building tax-efficient, diversified portfolios tailored to your risk tolerance, financial goals, and evolving needs.
Core Wealth Management
Committed to Helping You Achieve Financial Success
Doug Marcello is a Wealth Advisor at Core Wealth Management, a fee-only advisory firm in Jupiter, FL, committed to helping clients achieve financial clarity and confidence. As fiduciaries, our CFP® professionals are committed to putting your best interests first—helping you develop a plan that is centered around your life, evolves with your goals and provides you with confidence in your financial future.