Have a question for Core Wealth Management? Browse our list of frequently asked questions to learn more about our financial planning, investment management, and financial advisory services.

Don’t see your question? We can help! Contact Core Wealth Management today for more information on our financial planning and investment management services. For a complimentary consultation, give us a call today at (561) 491-0231.

Many firms focus on the numbers, such as portfolio size or annual income, or restrict themselves to a limited service area. At Core Wealth Management, we’re first and foremost interested in ensuring the services we offer and the strategies we apply complement your needs. We welcome conversations with individuals and families across a wide range of income levels and net worth – in our community and across the country.

There are several advantages to hiring a professional financial planner. Qualified financial advisors are certified professionals that help their clients navigate the complexities of personal finances. They’ll answer your questions and develop a personalized course of action that meets your unique financial needs and life goals.


At Core Wealth Management, our team of professional financial planners has the training, knowledge, and industry experience to ensure that your assets are in expert care at every stage of your life. With a financial planner, you will have peace of mind knowing that your future is financially sound and planned to your liking. Protect your life’s greatest assets with Core Wealth Management today!
When it comes to planning for retirement, you’ll want to make sure that all your bases are covered accordingly. The highly-trained and experienced financial planners at Core Wealth Management can help you set financial goals and priorities for investing, insurance, and how certain planning may affect your taxes or estate. We will help you set up an investment plan to guide you towards a financially sound retirement. No matter your unique financial needs and concerns, our professionals will make sure that all your questions are answered, and the right plan is set for a secure retirement.
Available à la carte or blended for comprehensive, wealth management, our core services include financial planning, investment management and 401(k) plan management.
Tightly integrated, accounting and tax-preparation services are available through our affiliated firm, Schanel & Associates.
Specialized alliances are available as needed for additional needs such as real estate analysis, estate planning and more.
Perhaps our most important point of distinction is our desire to tailor the scope of our services to center around your needs, rather than the other way around:
  • We are excited to hear from those who may be in the early stages of planning for your and your family’s successful financial future. It is never to early to start planning and the more proactive you are, the greater the flexibility and the more options you will have available to meet your financial objectives.
  • At the same time, for those who are ready to take their accumulated wealth to the next level, our seasoned, service-oriented team can oversee an array of financial, investment, retirement, education, tax/accounting, estate, insurance and overall wealth management needs…so you can relax, and get on with achieving and enjoying the lifestyle you’ve envisioned for yourself.
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.
  • Financial planning services are available on an hourly ($250/hour) basis or a project basis, which we can quote once we meet with you to better understand your project scope.
  • Investment management fees are based on a percentage of your portfolio size with a minimum annual fee.
  • We are a fee-only firm. Our sole source of compensation is from our clients. This ensures that our financial incentives are well aligned with your highest interests. We do not accept commissions, kickbacks, gifts, soft dollars, sales incentive trips or any other payments from third parties. Structuring ourselves as a Registered Investment Advisor firm further strengthens our relationship with you, obligating us to serve in a fiduciary capacity.
We are happy to meet with you in person or on the phone to explore how we can be of service to you and your family. There is no cost or obligation for an initial conversation, so please accept this invitation and contact us to learn more.