Financial Guidance BuiltAround Your Life.

Fee-Only · Fiduciary · Palm Beach & Martin Counties

We believe financial planning begins with understanding you. That perspective helps inform how we approach the planning process and the construction and management of your portfolio.

Schedule a Complimentary Conversation → No Commissions. Transparent Fees.

Fee-Only Advice.
Relationship Driven Planning.

As a fee-only fiduciary firm, we work directly for our clients and are compensated solely by them. Our goal is to offer personalized guidance for individuals and families seeking clarity around their financial decisions.

Connect With an Advisor → Fee-Only · Fiduciary · NAPFA

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.

Fiduciary Fee-Only CFP® · CPA · CFA NAPFA Member Palm Beach & Martin Counties Start the Conversation Schedule a complimentary, no-obligation consultation.

No obligation · Confidential

Or call us directly 561-491-0231 Fiduciary Legally obligated to act in your best interest and to disclose and manage any conflicts of interest. Fee-Only Paid directly by clients. No commissions from product providers; helps reduce conflicts of interest. CFP® · CFA · CPA Advanced credentials across financial planning and investment management — all in one team. NAPFA Members of the National Association of Personal Financial Advisors, a fee-only organization. "Their guidance helped us build wealth and retire with confidence. We're enjoying our leisure years — we highly recommend Core Wealth Management." — Colleen and Ivan S., Palm Beach County "Jackie turned our financial uncertainty into confidence. After 13+ years, we feel secure and worry-free. We couldn’t be happier." — Client Testimonial

Testimonials are provided by current clients and are for informational purposes only. They are not representative of all client experiences and do not guarantee future performance or success. No compensation was provided for these testimonials. Investing involves risk, including the possible loss of principal.

The People Behind Your Plan

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.

TODD SCHANEL CFA, CPA, CFP® PRINCIPAL AND DIRECTOR OF INVESTMENT ADVISORY SERVICES, WEALTH ADVISOR JACKIE GOLDSTICK CFP® PRINCIPAL AND DIRECTOR OF FINANCIAL PLANNING SERVICES, WEALTH ADVISOR DOUGLAS MARCELLO CFP®, ChFC® WEALTH ADVISOR JONATHON FERNANDEZ-RUBIO CFP® ASSOCIATE ADVISOR Is Core Wealth Management the Right Fit for You?

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.

What Sets Us Apart

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.

CFP® CFA CPA NAPFA

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 to Expect

What It's Like to Work With Us

1

Start the Conversation

Schedule a complimentary, introductory consultation with one of our fee-only advisors.

2

Explore Your Goals

Discuss your priorities with an experienced professional as we work to understand your financial situation and goals.

3

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.

Connect With an Advisor → Common Questions

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? As an SEC-registered investment adviser, we are legally required to act in our clients' best interests. Fee-only advisors are compensated directly by clients rather than through product commissions. This compensation structure differs from commission-based or fee-based models and is intended to reduce certain conflicts of interest. Am I a good fit for Core Wealth Management? Core Wealth Management is typically a good fit for individuals and families who:

• 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? Yes. Clients work with a primary advisor who serves as their main point of contact and coordinates financial planning and investment management. Your advisor is supported by our broader team, providing additional expertise while maintaining continuity. How is Core Wealth Management compensated? We are compensated through client fees. Investment management fees are typically based on a percentage of assets under management, and financial planning may be offered on an hourly or project basis. All fees are discussed and agreed to in advance. Ready to Take the Next Step?

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.

Based in Jupiter, FloridaProudly serving individuals and families across Palm Beach County, Martin County, and the greater Treasure Coast. Request Your Free Consultation A Core Wealth advisor will reach out within one business day.

No obligation · Strictly confidential

Or call us directly 561-491-0231 Call Us Now 561-491-0231