Jackie Goldstick, CFP, Principal and Director of Financial Planning, and Doug Marcello, CFP and Wealth Manager at Core Wealth Management, based in Jupiter, Florida, are members 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 NAPFA advisors, Jackie and Doug provide personalized, 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.
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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.
