At Core Wealth Management, we believe good financial advice starts with understanding you.
Your goals, priorities, family, and circumstances shape the decisions you make about your money. Our role is to understand the full picture and help bring the different pieces of your financial life together—from investments and retirement planning to taxes, estate considerations, and the financial decisions that arise along the way.
As a fee-only fiduciary wealth management firm based in Jupiter, Florida, we provide personalized financial planning and investment management for individuals and families seeking thoughtful advice and a long-term relationship with their financial advisor.
Financial decisions rarely happen in isolation. An investment decision may have tax implications. A retirement decision can affect your estate plan. A change in your career, family, or goals may change what makes sense financially.
That is why we take a comprehensive approach.
Our CFP® professionals, CFA charterholders, and CPAs bring different areas of expertise to the table, helping us evaluate important financial decisions from multiple perspectives. We also work closely with the tax professionals at Schanel CPA when appropriate, helping coordinate financial and tax planning rather than treating them as separate conversations.
The goal is not to make your financial life more complicated. It is to help you understand your options, make informed decisions, and keep your financial strategy aligned with what matters to you.
Before making recommendations, we take the time to understand your goals, priorities, concerns, and financial circumstances. Your financial plan begins with your life—not with a product or predetermined solution.
Investments are important, but they are one part of your financial life. We consider how investment management, retirement planning, taxes, cash flow, estate planning, insurance, and other decisions work together.
Financial planning can involve complex and interconnected decisions. Our team brings together professionals with experience and advanced credentials across financial planning, investment management, and tax planning to provide coordinated advice.
Life changes, and financial plans should be able to change with it. We revisit your strategy as your goals, circumstances, tax laws, markets, and opportunities evolve.
Core Wealth Management is a fee-only fiduciary advisory firm. We are compensated by our clients and do not receive commissions or third-party payments for recommending financial products.
Core Wealth Management was established in 2012, but our roots in Palm Beach County go back further.
Our history grew from the relationships developed through Schanel & Associates, founded in 1994. Over time, we saw an opportunity to bring financial planning and investment management together with the tax perspective that was already an important part of those client relationships.
Core Wealth Management was created to provide that broader approach to financial advice.
Today, we continue to serve individuals and families from our Jupiter office with the same fundamental belief: financial advice is most valuable when it is personal, coordinated, and built around an ongoing relationship.
Behind every financial plan is a team of professionals who take the time to understand the people it was created for. Our advisors bring experience across financial planning, investment management, and tax planning, along with CFP®, CFA, and CPA credentials. Just as important, we believe in being accessible, responsive, and available to help clients navigate financial decisions as their lives evolve.
Meet Our Team →
Principal and Director of Investment Advisory Services, Wealth Advisor
Principal and Director of Financial Planning Services, Wealth Advisor
Associate Advisor
Administrative Assistant
Choosing a financial advisor is an important decision. We welcome the opportunity to learn more about you, what you are working toward, and the financial questions that are important to you.