Fiduciary Advisors Committed
Our highest priority is your peace of mind.
Gain Financial Transparency
with a Fee-Only Advisor
Unbiased, Independent,
Comprehensive Advice
Flexible, Easy-to-Understand,
Financial Solutions
Fee-Only Financial Advisors Committed to Exclusively Serving your Best Interests
Our highest priority is your peace of mind.
Gain Financial Transparency
with a Fee-Only Advisor
Unbiased, Independent,
Comprehensive Advice
Flexible, Easy-to-Understand,
Financial Solutions
It’s Time to Get Comprehensive Financial Advice You Can Trust:
Contact us to schedule a complimentary introductory meeting
Discuss your situation, goals, and concerns with our team
We will prepare, implement, and monitor your unique and comprehensive plan providing you with updates along the way




At Core Wealth Management, We’re Committed To:
- Offering our trusted perspective, expertise, and guidance to help you make the best choices for you and your family
- Helping you grow, protect and manage your wealth through all of life’s opportunities and challenges
- Acting with honesty, integrity, competence and diligence
- Serving your best interests by providing thorough and unbiased financial advice

Todd Schanel, CFA, CPA, CFP®
Principal and Director of Investment
Advisory Services
Todd’s vision was to build a firm that offers independent and objective financial advice, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.
Jackie Goldstick, CFP®
Director of Financial Planning Services
Jackie’s passion for assisting individuals and families with their financial planning needs has shaped her interest in ensuring that each Core Wealth client establishes a strong financial plan as step one in their relationship. She has extensive experience building practical, evolutionary financial plans for a wide range of risk profiles and circumstances.


Jackie Goldstick, CFP®
Director of Financial Planning Services
Jackie’s passion for assisting individuals and families with their financial planning needs has shaped her interest in ensuring that each Core Wealth client establishes a strong financial plan as step one in their relationship. She has extensive experience building practical, evolutionary financial plans for a wide range of risk profiles and circumstances.
Learn More about the Core Wealth Management Philosophy