Jackie Goldstick and Doug Marcello, both CFP® professionals at Core Wealth Management, are members of the National Association of Personal Financial Advisors (NAPFA). NAPFA is the country’s leading professional association of fee-only advisors – highly trained professionals who are committed to working in the best interests of those they serve. As NAPFA advisors, Jackie and Doug provide comprehensive wealth management services to a wide array of individuals and families. At Core Wealth Management, the only compensation we receive is from our clients in the form of hourly fees, project-based fees, or fees based on a percentage of assets under management. Both our financial and professional interests are aligned with those of our clients.
OUR
PHILOSOPHY
At Core Wealth Management, our goal is to be your primary resource to help grow, protect, and manage your wealth through all of the inevitable challenges and opportunities that life will bring to you and your family.
Whether you’re seeking personalized financial planning advice, independent investment management, retirement planning, or comprehensive, integrated wealth management solutions, our professionals identify opportunities, offer advice, and devise and implement strategies to help bring you closer to achieving your goals.
