Core Wealth Management, Inc.
Core Wealth Management is a fee-only financial planning and investment management firm serving Jupiter, Palm Beach Gardens, West Palm Beach, Boca Raton and Boynton Beach and all surrounding areas. Our vision is to be the primary resource that you and your family can turn to for independent and objective financial advice to help build, manage and protect your assets through all life's transitions. The professionals at Core Wealth Management will guide you through the process of developing and executing a financial plan that will bring you peace of mind regarding your financial future. With our heritage as tax accountants, our expertise encompasses multiple disciplines and enables us to take a truly comprehensive and integrated approach to financial planning and wealth management.
No matter the net worth or income level, the professionals at Core Wealth Management believe that a prudent financial plan is extremely beneficial. While we place great emphasis on the fact that different aspects of your financial plan cannot be evaluated in a vacuum, we do understand that you may just have a particular area of concern, you may have a few specific questions or you may just want a second opinion. We realize that everyone has different needs and it is for this reason that we can work with you to define the scope of each engagement so that it meets the needs of you and your family. We work with clients on an hourly basis, a fixed-fee basis or, in the case of investment management, based on a percentage of assets under management.