A complete list of active advisors currently associated with Core Wealth Management, Inc.

Warmer can help you find a great advisor at Core Wealth Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Core Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.