Core Wealth Management

Core Wealth Management was established as a Registered Investment Advisor in 2012, but the company's financial and investment services as well as the company's Palm Beach County community roots run deep. Shortly after founding Schanel & Associatesin 1994, the company's leadership identified the need for robust financial planning, investment managem... ent and related specialized services to complement the firm's focus on building in-depth relationships with its CPA clients. Initially, Schanel & Associates provided basic financial planning services to its clients upon request, but without the resources to follow through with implementation. Over time, it became clear that the adage, "If you want something done right ..." applied, so the company brought select financial planning and investment management implementation services in-house, initially through a broker/dealer arrangement.Read More