Core Wealth Management
Run a free full auditContact Information
-
Address
4600 Military Trail STE 215
Jupiter, FL 33458 -
Phone
(561) 491-0231 -
Website
core-wm.com
Location
About Core Wealth Management
Core Wealth Management is a wealth management firm in Jupiter, FL. The firm provides comprehensive fee-only financial planning and investment management services to individuals seeking informed clarity for their financial goals. As a NAPFA member and fiduciary, the team specializes in creating customized financial plans and integrated investment programs.
The firm was established in 2012 by founding principal Todd Schanel, building upon deep roots in the Palm Beach County community that date back to 1994. The team includes professionals such as Jackie Goldstick, Douglas Marcello, and Jonathon Fernandez-Rubio. Their approach focuses on leading with clear financial planning, which encompasses cash flow planning, retirement planning, social security optimization, education funding, tax planning, and estate planning. The firm also provides investment management through diversified, flexible programs designed to capture expected market returns while managing risk.
Located on Military Trail, the office is situated a short drive from Beacon Cove Elementary School and near the Jupiter Fire Department Station 16.
The business maintains well-documented information online, ensuring their professional details are easily accessible. Their digital presence is well-optimized, allowing for clear and easy navigation through their web resources.
Core Wealth Management provides dedicated fiduciary expertise and personalized investment strategies to the Jupiter community.
Score Summary
BizScoreAI scanned the website core-wm.com on July 16, 2026. Core Wealth Management has a BizScore of 57 out of 100.
- AI Visibility39 out of 100
- SEO74 out of 100
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 12 of 30 points, AI Trust Signals 11 of 20 points.
Website audit sub-scores (out of 100): On-Page 81, Technical 97, Performance 67, Content 51.
Strengths: 6 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, LocalBusiness Schema, Meta Description, About/Team Page.
Areas to improve: 11 checks. llms.txt (failed), FAQPage Schema (failed), Google Business Profile Link (failed), Third-Party Review Links (failed), Q&A Content (failed), Speakable Schema (warning), Hyperlocal Targeting (warning), Local Multimedia (warning), AI-Parseable Headings (warning), XML Sitemap (warning), Author Signals (warning).
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Read by AI engines 2 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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