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.