our tax and cfp® professionals collaborate to provide comprehensive, personalized financial guidance and service offerings tailored to your unique needs.
SIMPLIFIED, STREAMLINED SERVICE
One team of professionals working together to serve your needs and best interests.
COORDINATED PLANNING
Trusted financial and tax professionals providing coordinated advice so you can make informed decisions.
EFFICIENCY ACROSS YOUR FINANCES
Integrated financial, tax, and investment planning for more efficient and effective results.
ARE ALL THE PIECES OF YOUR FINANCIAL LIFE WORKING TOGETHER?
At Core Wealth Management, we take the time to truly understand your values, priorities, and evolving financial needs. Our CPAs and CFP® professionals work together to develop integrated strategies across all areas of your financial life – adapting your plan as your circumstances change.
SERVING INDIVIDUALS, BUSINESS OWNERS, AND FAMILIES WITH $750,000 OR MORE IN INVESTMENT ASSETS.
one plan, built around your financial goals
We integrate tax, investment, and financial planning strategies to create a personalized, coordinated approach to serve your needs – now and in the future.
PROACTIVE TAX-PLANNING & PREPARATION
Projections, bracket management, ROTH conversion analysis, and tax returns completed by Schanel CPA.
TAX-AWARE INVESTMENT MANAGEMENT
Evidence-based portfolios designed to reduce taxes through asset location and tax-loss harvesting.
RETIREMENT PLANNING
Tax-efficient savings and withdrawal strategies, rollover guidance, pension elections, backdoor Roth IRA strategies, and Medicare planning.
CHARITABLE GIFTING AND LEGACY PLANNING
Donor-advised funds, qualified charitable distributions, and lifetime-giving plans.
Core wealth management: your one-stop shop for integrated tax and financial planning expertise
Core Wealth Management is a fee-only advisory firm based in Jupiter, FL, focused on helping you grow, protect, and manage your wealth through every stage of life. As fiduciaries, CFP® professionals, and NAPFA members, our team provides transparent, personalized advice rooted in honesty, integrity, and experience—so you can make informed financial decisions with confidence.
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