At Core Wealth Management (CWM), the privacy and confidentiality of user information is important. We are committed to maintaining the privacy and security of your user information.We may update this policy from time to time, so please check here frequently. Core Wealth Management (CWM), will not disclose identifiable user information to any third party without consent.
What information is collected about you? How do we use it?
We take the utmost care to ensure that the personal information we obtain from you is not used in a way that you may be unaware of or not agreeable to. You may wish to submit an information request about Core Wealth Management (CWM), or subscribe to our e-mail lists. In response, we may ask for information such as your name, email or phone number. In the event you opt to provide us with this information, we will only use it for the purpose specified by you at the bottom of the information gathering form.
Information collected on the Site may be used to:
• Respond to your questions or suggestions
• Improve the quality of your visit to the site
We do not sell, rent or share any of your personal information with any other party, nor use it for unapproved commercial purposes. You may request to be removed from our lists at any time. All emails distributed to our lists will contain easy, online access to unsubscribe.
Permission for Use
Protecting your information
Core Wealth Management (CWM), would like Site visitors to feel confident about using the Site to contact us, so we are committed to protecting the information we collect. Core Wealth Management (CWM), has implemented a security program to keep information that is stored in our systems protected from unauthorized access.
Withdrawing Consent to Use
Use of Aggregated Data
Core Wealth Management (CWM), is interested in improving the Site and may develop and offer new features and services. We monitor aggregated data regarding use of the Site for marketing purposes and to study, improve and promote use of the Site. In connection with such purposes, Core Wealth Management (CWM) may share aggregated data with third parties collectively and in an anonymous way. Disclosure of aggregated data does not reveal personal information about individual Site users in any way that identifies who they are or how to contact them.
To enable features at the Site, Core Wealth Management (CWM), may assign one or more “cookies” to your Internet browser. Cookies, among other things, speed navigation through our Site, keep track of information so that you do not have to re-enter it each time you visit our Site, and may provide you with customized content. A cookie is an Internet mechanism composed of a small text file containing a unique identification number that permits a web server to send small pieces of information or text by means of your browser and place them on your computer’s hard drive for storage. This text lets the web server know if you have previously visited the web page. Cookies by themselves cannot be used to find out the identity of any user.
Links Provided To Other Sites
Core Wealth Management (CWM), may provide links to a number of other web sites that we believe might offer you useful information and services. However, those sites may not follow the same privacy policies as Core Wealth Management (CWM), .Therefore, we are not responsible for the privacy policies or the actions of any third parties, including without limitation, any web site owners whose sites may be reached through this Site, nor can we control the activities of those web sites. We urge you to contact the relevant parties controlling these sites or accessing their on-line policies for the relevant information about their data collection practices before submitting any personal information or other sensitive data.
MEET OUR TEAM
Todd Schanel, CFA, CPA, CFP®
Principal and Director of Investment Advisory Services
Todd’s vision was to build a firm that offers independent and objective financial advice, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.
Jackie Goldstick, CFP®
Director of Financial Planning Services
Jackie’s passion for assisting individuals and families with their financial planning needs has shaped her interest in ensuring that each Core Wealth client establishes a strong financial plan as step one in their relationship. She has extensive experience building practical, evolutionary financial plans for a wide range of risk profiles and circumstances.
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