Jackie Goldstick| CFP®
Core Wealth Management, Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Social Security Optimization
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Cash Flow Planning
- Cash Flow and Budgeting
Jupiter, FL 33458
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Jackie Goldstick is a Fee-Only Financial Planner, serving Jupiter, Palm Beach Gardens, West Palm Beach, Palm Beach, Boca Raton and Boynton Beach and all surrounding areas. Core Wealth Management specializes in providing objective fee-only financial planning and investment management to help clients build, manage, and protect their assets through life's transitions. Jackie Goldstick is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Jackie Goldstick, CFP®, is a Fee-Only financial planner and Director of Financial Planning Services at Core Wealth Management (www.core-wm.com) in Jupiter, FL. Jackie is a NAPFA registered investment advisor.
A Certified Financial Planner® practitioner, Jackie’s background and her passion for assisting individuals and families with their financial planning has shaped her interest in ensuring that each Core Wealth client establishes a strong financial plan as step one in their relationship.
Jackie’s professional experience includes 15+ years as a fee-only financial planner, largely at William Blair & Company, LLC, a prestigious Chicago-area investment firm. Jackie helped establish the firm’s wealth management services group, serving individuals, families, trusts and foundations. She also was vice president of loan syndications and a commercial banker at Bank of America, and an auditor at Price Waterhouse. Her diverse client base has ranged from executives and entrepreneurs to retirees and foundation trustees, exemplifying her commitment to building practical, evolutionary financial plans for a wide range of risk profiles and circumstances
Core Wealth Management is a financial advisory firm located in Jupiter, FL. At Core Wealth Management, our goal is to be your primary resource to help grow, protect and manage your wealth through all of the inevitable challenges and opportunities that life will bring to you and your family. Whether you are seeking unbiased financial planning advice, independent investment management, retirement planning or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority.
We offer a full range of financial advisory services to meet the objectives of individuals and their families, including:
Our team of highly-trained professionals is committed to serving your best interests exclusively. Whether you are seeking customized financial planning, independent asset management services or 401k plans for small businesses, we offer fee-only solutions to meet your unique needs.
As a Registered Investment Advisor Firm, we pride ourselves on taking a personal approach to financial planning that encompasses all aspects of your financial situation. Our comprehensive wealth management services are designed to help individuals and families preserve and grow their wealth in a prudent manner that is consistent with their risk appetite and long-term objectives.