NAPFA ADVISOR 

Jackie Goldstick, CFP®, Director of Financial Planning at Core Wealth Management is a member of The National Association of Personal Financial Advisors (NAPFA).  NAPFA is the country’s leading professional association of fee-only financial advisors – highly trained professionals who are committed to working in the best interests of those they serve.  As a NAPFA advisor, Jackie provides unbiased 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.   Very simply – our clients come first.

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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 are seeking unbiased financial planning advice, independent investment management, retirement planning or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority and we are committed to serving your best interests exclusively.

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