Your Wealth. Your Goals.
Your Plan.
At Core Wealth Management, financial planning is built around your unique goals and circumstances. There is no one-size-fits-all template.
As a fee-only fiduciary firm, we provide comprehensive financial planning and investment guidance designed to support informed decision-making. We serve clients primarily in Palm Beach and Martin Counties from our office in Jupiter, Florida.
No obligation · Confidential
Experienced Advisors.
Long-Term Relationships.
A Thoughtful Approach.
We're your neighbors — based in Jupiter, working across Palm Beach and Martin Counties. We understand the communities, life stages, and financial decisions our clients navigate.
Every client works with a primary advisor, supported by a broader team. You’ll have a consistent point of contact who understands your financial picture and planning priorities.
We Work With People Navigating
Life's Biggest Financial Decisions
We typically work with individuals and families with $750,000 or more in investable assets who are seeking an ongoing advisory relationship.
Our clients often include:
Professionals Approaching Retirement
Executives, business owners and professionals preparing for retirement and looking to make informed decisions regarding their accumulated wealth.
Retirees Focused on Retirement Income and Withdrawals
Retirees seeking income planning, tax-efficient withdrawals and a disciplined approach to managing wealth over time.
Individuals Navigating Financial Complexity and Life Transitions
Individuals facing important financial decisions around inheritance, divorce, business sale or major career changes.
Families Focused on Long-Term Wealth and Legacy Planning
Multi-generational families in Palm Beach and Martin counties planning for estate, gifting and wealth transfer strategies.
They value a thoughtful, coordinated approach and an advisory relationship that considers the broader context of their financial lives.
The Core Wealth Management Difference
Our structure and approach are designed to align with our clients’ long-term interests.
Personalized Financial Guidance
Your financial life is unique. We take the time to understand your priorities, concerns, and goals as part of developing a comprehensive strategy tailored to your circumstances.
Long-Term Advisory Relationship
Financial planning is an ongoing process. Our clients often value having an advisor they can contact when important financial decisions arise — someone familiar with their financial picture who can provide perspective over time.
Strategies That Adapt Over Time
Life rarely follows a straight path. Your financial strategy is designed to be revisited and adjusted as circumstances evolve, whether related to retirement, career changes, family decisions, or market conditions.
Deep Technical Expertise
Our team holds advanced credentials in financial planning, investment management and tax planning to deliver coordinated, comprehensive advice.
A Fee-Only Fiduciary Structure
We are a fee-only firm, meaning we are compensated solely by our clients. We do not receive commissions or third-party payments. We provide advice under a fiduciary standard, with guidance based on your goals and financial circumstances.
What It's Like to Work With Us
Start the Conversation
Schedule a complimentary, introductory consultation with one of our fee-only advisors.
Explore Your Goals
Discuss your priorities with an experienced professional as we work to understand your financial situation and goals.
Built and Monitor Your Financial Plan
We develop, implement, and monitor a financial plan tailored to your circumstances, revisiting it over time as your goals and situation evolve.
Answers About Fee-Only Financial Planning
Helping you understand our fiduciary commitment and how we work together.
Why should I hire a fee-only fiduciary financial advisor?
Am I a good fit for Core Wealth Management?
- Have $750,000 or more in investable assets, or are approaching that level
- Are seeking an ongoing relationship with a dedicated financial advisor
- Value coordinated financial planning across investments, taxes, and retirement
- Prefer working with a fee-only fiduciary firm
Will I work with a dedicated advisor?
How is Core Wealth Management compensated?
Schedule a Conversation With
Core Wealth Management
If you're interested in learning more about our approach, we welcome the opportunity to connect and discuss your financial goals and priorities.
No obligation · Strictly confidential