Core Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$390,387,652
Clients
278
Advisors
3
of 4 employees
About
Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope company retirement plan consulting. The firm manages approximately $404.7 million for 278 clients and delivers services through unified managed accounts, mutual funds and ETFs, and separately managed account sleeves overseen by third‑party sub‑advisers.
Its investment approach is built on modern portfolio theory and asset-allocation model portfolios, emphasizing diversification, passive ETF/mutual fund exposure, occasional laddered fixed‑income allocations, and tax-aware implementation guided by a written Investment Policy Statement and Monte Carlo cash‑flow analysis. Core Wealth retains discretion over overall allocation while using UMA/SMA structures and sub‑advisers for manager selection and security-level trading within defined mandates.
A distinguishing feature is the firm’s affiliation with an accounting practice, Schanel & Associates, PA, which enables collaborative tax planning and, in some cases, tax preparation under separate engagement — a relationship that the brochure discloses may create potential conflicts and which clients are free to decline. The firm also discloses its custodial relationship and third‑party platform use (including Schwab custody and UMA/sub‑adviser arrangements), and it communicates these operational tradeoffs and conflict‑management protocols to clients.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee up to $10,000
$0 - $500,000: 1.25% annually $500,000 - $2,000,000: 0.75% annually $2,000,000 - $4,000,000: 0.50% annually $4,000,000+: 0.25% annually
Up to $350 per hour for financial planning services
Minimum fee: $1,500 minimum quarterly fee (may be waived or reduced) Fee-only: Portfolio management and financial planning fees; no commissions charged
Main office
4600 Military Trail, Suite 215
Jupiter FL 33458
Advisors at this office
3
Most active in
Florida · Georgia · Nebraska · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Todd S
CFP®, CFA®, Series 66
Jupiter, FL
Core Wealth Management, Inc.
Todd Schanel is a CFP® and CFA® with 20 years of industry experience. He is a principal at Core Wealth Management, Inc., where he has worked since 2012, and also serves as a Director and CPA at Schanel & Associates, PA, a full-service accounting firm. Outside of his advisory and accounting roles, Mr. Schanel manages a property through Horizon Investment Partners, LLC. Core Wealth Management, Inc. serves primarily individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and retirement plan consulting. The firm employs a Modern Portfolio Theory-based investment approach with diversified asset allocations and integrates financial planning tools such as Monte Carlo analysis and tax-aware strategies.
Jacquelyn G
CFP®, Series 63
Jupiter, FL
Core Wealth Management, Inc.
Jacquelyn Goldstick is a CFP® with 19 years of experience in the financial industry. She has been with Core Wealth Management, Inc. since 2012, where she is part of a small advisory team. Core Wealth Management, Inc. primarily serves individual clients, including high-net-worth households, offering discretionary portfolio management, comprehensive financial planning, and company retirement plan consulting. The firm employs an investment approach based on Modern Portfolio Theory, utilizing model asset allocations and a mix of mutual funds, ETFs, fixed-income ladders, and unified managed account structures.
Jonathon F
CFP®, Series 65
Jupiter, FL
Core Wealth Management, Inc.
Jonathon Fernandez Rubio is a CFP® with three years of industry experience, currently serving at Core Wealth Management, Inc. He has previously worked at Steven Trend, Coastal Wealth (a Mass Mutual Firm), and Alliance Financial Group. From 2016 to 2022, he was a member of the Board of County Commissioners. Core Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope company retirement plan consulting. The firm’s investment approach emphasizes diversification through modern portfolio theory, passive ETF and mutual fund exposure, and tax-aware implementation, supported by unified managed accounts and sub-advisers.
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