Core Wealth Management, Inc.
Core Wealth Management, Inc. (CRD# 162870) is a financial advisory firm headquartered in Jupiter, FL. They manage $287,955,997 in 772 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management288MILLION
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Total Number of Accounts772ACCOUNTS
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Average Account Value$373,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, GA, NC, NY
Jacquelyn Goldstick (CRD# 2934836) is an Investment Advisor Representative working at Core Wealth Management, Inc. in Jupiter, FL and has over 26 years of experience in the finance industry.
Todd Schanel (CRD# 4731679) is an Investment Advisor Representative working at Core Wealth Management, Inc. in Jupiter, FL and has over 16 years of experience in the finance industry.
Jonathon Fernandez-Rubio (CRD# 7438241) is an Investment Advisor Representative working at Core Wealth Management, Inc. in Jupiter, FL and has over 2 years of experience in the finance industry.