Fiduciary 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

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

Is your financial advisor a fiduciary, always acting in your best interest?

We enter into legally binding fiduciary relationships with each of our clients.
We always bring a team approach to serving our clients by drawing on the expertise of our in-house professionals of CFPs®, CPAs, and CFAs.
We lead with clear financial planning which means we identify the need before we propose a solution.
We ensure costs are well-managed and transparent. Our financial interests are aligned with yours.
We are compensated in the form of flat fees, hourly fees or assets under management. We accept no commissions, kickbacks, or incentives of any kind, so you can be more confident that we are acting in your best interest. 

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

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At Core Wealth Management, We’re Committed To:

  1. Offering our trusted perspective, expertise, and guidance to help you make the best choices for you and your family
  2. Helping you grow, protect and manage your wealth through all of life’s opportunities and challenges
  3. Acting with honesty, integrity, competence and diligence
  4. Serving your best interests by providing thorough and unbiased financial advice
Todd Schanel

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
Jackie Goldstick

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

Contact us
for a Complimentary Introductory Meeting

Services You Are Interested In:

Core Wealth Management