fiduciary advisors constructing personalized portfolios with dfa investment solutions
COMPREHENSIVE WEALTH MANAGEMENT
Portfolios constructed and managed by CFP® professionals who take a holistic approach to wealth management.
EVIDENCE-BASED INVESTING
Investment solutions backed by decades of academic & scientific research from Nobel Prize winners and economic thought leaders.
ONGOING PORTFOLIO MANAGEMENT
Fee-only advisors committed to proactively managing low-cost, tax-efficient investment programs as part of your broader financial plan.
Disciplined Long-Term Investing using DFA Investment Solutions
Dimensional Fund Advisors uses academic research from influential economic thought leaders to construct investment solutions. At Core Wealth Management, our team of CFP® professionals and CFA charterholders® utilizes DFA ETFs and mutual funds to implement tax-efficient, broadly diversified, low-cost investment portfolios designed in conjunction with a client’s broader financial plan.
SERVING INDIVIDUALS, BUSINESS OWNERS, AND FAMILIES WITH $750,000 OR MORE IN INVESTMENT ASSETS.
DFA Investment Solutions Are Part of the Plan—Not the Whole Plan
Your investments should be coordinated with every aspect of your financial life. We use DFA investment solutions to implement investment portfolios that are part of a comprehensive financial plan that considers your tax position, retirement timeline, income needs, and long-term goals.
INVESTMENT MANAGEMENT
Building globally diversified portfolios—tailored to your risk tolerance, tax situation, and financial objectives.
TAX PLANNING
Aligning your investment and income strategies with personalized tax planning to help minimize liabilities over time.
RETIREMENT PLANNING
Designing long-term savings and withdrawal strategies that work hand-in-hand with your investment portfolio.
CASH FLOW PLANNING
Ensuring your day-to-day and long-term spending goals are supported by a plan that evolves with you.
Core Wealth Management: A Smarter Way to Invest in Your Future
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, CPAs, and NAPFA members, our team provides comprehensive, personalized advice rooted in honesty, integrity, and experience—so you can make informed financial decisions with confidence.
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