(561) 491-0231

Client Portal | Schwab Login

(561) 491-0231 Ready to Learn More

Serving Palm Beach & Martin Counties

Comprehensive Wealth
Management For Life's
Important Decisions.

Your financial life is about more than investments. We bring all of the financial pieces together through integrated financial planning, investment management, and tax-aware guidance tailored to your goals.

Start the Conversation

Fiduciary Fee-Only CFP® · CFA · CPA NAPFA Member

No Commissions. Just Advice Built Around You.

Fee-Only Advice.
Relationship Driven Planning.

At Core Wealth Management, we believe the foundation of good financial guidance is a genuine advisory relationship, built on understanding your goals, your circumstances, and what matters most to you.

As a fee-only fiduciary firm, we work directly for our clients and are compensated only by them, so our advice is designed to align with their best interests. Based in Jupiter, Florida, we serve individuals and families locally and across the country.

How We Help

Comprehensive Wealth Management

Financial planning, investment management, and tax strategy are closely connected. When these areas are considered together, financial decisions can be more informed and coordinated. Our CFP®, CFA, and CPA professionals work collaboratively to help ensure your financial plan reflects the full picture, not just one piece of it.

The services we offer are designed to work as part of a broader, coordinated plan.

Financial Planning
Investment Management
Retirement Planning
Strategic Tax Planning
Cash Flow Planning and Savings Strategy

Insurance & Risk Management
Estate Planning
Education Funding
Social Security Planning
Single Stock Risk Management

Explore Our Services

Fiduciary

As fiduciaries, we're legally obligated to act in our clients' best interests and disclose conflicts of interest.

Fee-Only

We're compensated directly by clients only, never by commissions, which helps reduce conflicts of interest.

CFP® · CFA · CPA

Our team holds advanced credentials across financial planning, tax strategy, and investment management.

NAPFA

We're members of NAPFA, the association promoting fee-only planning and high ethical standards nationwide.

Local Roots

Based in Jupiter, Florida, we serve clients across Palm Beach, Martin County, and the U.S.

Is Core Wealth Management the Right Fit for You?

We Work With People Navigating
Life's Biggest Financial Decisions

We typically work with individuals and families with $750,000 or more in investable assets who are seeking an ongoing advisory relationship.

Approaching Retirement

Individuals preparing to retire who want to understand how their savings, retirement income, Social Security, pensions, and taxes work together to support a sustainable retirement.

Business Owners

Business owners navigating growth, succession planning, or a future business sale while coordinating their business and personal financial decisions to support their long-term goals.

Professionals Building and Protecting Wealth

Successful professionals, executives, and business owners who have accumulated significant assets and want a more coordinated approach to investments, taxes, retirement planning, and long-term financial decisions.

Retirees Managing Wealth in Retirement

Retirees seeking guidance on retirement income, tax-efficient withdrawal strategies, investment management, and making informed financial decisions throughout retirement.

Major Life Transitions

Individuals navigating significant financial changes such as a business sale, inheritance, retirement, divorce, widowhood, or a major career transition.

Families Focused on Legacy Planning

Families who want to preserve wealth, plan for future generations, and coordinate estate planning, gifting strategies, and long-term family goals.

Schedule a Complimentary Consultation

What Sets Us Apart

The Core Wealth Management Difference

The quality of financial advice is shaped by more than investment recommendations alone. It comes from the people behind the advice, the depth of expertise available, and the ability to see how each financial decision fits into the bigger picture. These principles guide how we serve our clients every day.

CFP® · CFA · CPA NAPFA

Personalized Financial Guidance

Your financial life is unique. We take the time to understand your priorities, concerns, and goals as part of developing a comprehensive strategy tailored to your circumstances.

Long-Term Advisory Relationship

Meaningful financial advice is built on an enduring relationship. Over time, we gain a deeper understanding of your goals, values, and circumstances, allowing us to provide personalized guidance and a trusted perspective as important financial decisions arise.

Strategies That Adapt Over Time

Your financial strategy should evolve as your life changes. We regularly review your plan and make thoughtful adjustments to reflect changes in your goals, family, career, tax situation, and the broader financial landscape.

Deep Technical Expertise

Our team holds advanced credentials across financial planning, investment management, and tax planning. That combination allows us to address complex financial situations with the depth and coordination they require.

A Fee-Only Fiduciary Structure

We are compensated solely by our clients, with no commissions or third-party payments. As fiduciaries, we are legally required to act in your best interest and to disclose and manage any conflicts of interest.

One Team for Your Financial Life

Important financial decisions rarely fit neatly into a single category. Our CFP®, CFA, and CPA professionals work as one team, bringing together planning, investment, and tax expertise to help you see the full picture.

“We highly recommend Core Wealth Management. They are extremely knowledgeable, very responsive to questions, and easy to talk to.”

— Jen M., Jupiter, FL

“Jackie turned our financial uncertainty into confidence. After 13+ years, we feel secure and worry-free. We couldn't be happier.”

— Long-Term Client

Testimonials are provided by current clients and are for informational purposes only. They are not representative of all client experiences and do not guarantee future performance or success. No compensation was provided for these testimonials. Investing involves risk, including the possible loss of principal.

The People Behind Your Plan

Experienced Advisors Committed
to Long-Term Client Relationships

Based in Jupiter, Florida, our advisors work with clients locally and across the country. Every client works with a primary advisor, supported by a broader team. You'll have a consistent point of contact who knows you and your situation well and is available when you need them.

Todd Schanel

CFA · CPA · CFP®

Principal and Director of Investment Advisory Services, Wealth Advisor

Jackie Goldstick

CFP®

Principal and Director of Financial Planning Services, Wealth Advisor

Jonathon Fernandez-Rubio

CFP®

Associate Advisor

What to Expect

A Thoughtful Process, Built Around You

Every client is different, but our approach starts with understanding your situation and priorities. From personalized planning to ongoing guidance, we help you make informed financial decisions with confidence.

We Start with Understanding

Before any recommendations are made, we take the time to learn about your goals, priorities, concerns, and the decisions you're facing. The better we understand your situation, the better the advice we can provide.

We Develop a Personalized Plan

Using what we learn, we create a financial plan tailored to your circumstances. Together, we'll review the recommendations, discuss the tradeoffs, and identify the strategies that make the most sense for your goals.

We Help Implement the Strategy

Advice is only valuable when it's put into action. We help clients prioritize and implement recommendations, including investment management, retirement account strategies, cash flow planning, tax-aware decisions, and other planning opportunities identified during the process.

Ongoing Advice and Investment Oversight

We provide ongoing financial planning, investment management, and proactive guidance to help keep your strategy aligned with your goals as markets, tax laws, and life circumstances evolve.

Schedule a Call

Common Questions

Answers About Working With Core Wealth Management

Helping you understand our fiduciary commitment and how we work together.

Why should I hire a fee-only fiduciary financial advisor?

As an SEC-registered investment adviser, we are legally required to act in our clients' best interests. Fee-only advisors are compensated directly by clients rather than through product commissions. This compensation structure differs from commission-based or fee-based models and is intended to reduce certain conflicts of interest.

Am I a good fit for Core Wealth Management?

We typically work with individuals and families with $750,000 or more in investable assets who are seeking an ongoing advisory relationship. Our clients often include professionals approaching retirement, retirees focused on income planning, individuals navigating life transitions, and families focused on long-term wealth and legacy planning.

Will I work with a dedicated advisor?

Yes. Every client works with a primary advisor, supported by our broader team. You'll have a consistent point of contact who understands your financial picture and planning priorities.

How is Core Wealth Management compensated?

We are a fee-only firm. Our sole source of compensation is from our clients, in the form of transparent flat fees, hourly fees, or a percentage of assets under management. We do not receive commissions or third-party payments.

What areas do you serve?

We are headquartered in Jupiter, Florida, and serve clients across Palm Beach and Martin Counties and throughout the United States.

Where We Are

Based in Jupiter. Serving the Treasure Coast & Beyond.

Core Wealth Management proudly serves individuals and families across Palm Beach County, Martin County, and the greater Treasure Coast, as well as clients throughout the United States. We provide fee-only fiduciary wealth management and investment guidance from our office in Jupiter, Florida.

Jupiter · Palm Beach · Martin · Treasure Coast

Ready to Take the Next Step?

Request Your Free Consultation

We would welcome the opportunity to meet you to learn more about you and your family, your hopes for the future, and your fears and concerns. And we look forward to telling you more about us, our philosophy and why we love doing what we do.

Our initial consultation is complimentary and there is no obligation. We want to see how we can help you.

☎ Call Us Now(561) 491-0231

Comprehensive WealthManagement For Life'sImportant Decisions.

Fee-Only Advice.Relationship Driven Planning.