Jackie Goldstick

CFP®

Core Wealth Management, Inc.

Director of Financial Planning

Contact Me

Jacquelyn Goldstick

CFP®

Core Wealth Management, Inc.

Director of Financial Planning

As a fee-only financial planner, my focus is to offer unbiased financial advice that will bring you closer to reaching your life goals. - Jackie Goldstick, CFP®

Contact Me

561-491-0231

Website

Comprehensive, Fee-Only Financial Planner Located in Jupiter, FL and Serving Clients in Palm Beach County and the Treasure Coast.

Meet Jackie Goldstick

Jacquelyn Goldstick is a Jupiter, FL fee-only financial planner. Core Wealth Management, Inc. provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Jacquelyn Goldstick is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Jackie Goldstick is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jackie Goldstick is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Jackie Goldstick

561-491-0231

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Office Locations:

  • 4600 Military Trl
    Suite 215
    Jupiter, FL 33458

Plan Before You Invest | Financial Goals | Core Wealth Management

Published on Jun 29, 2017

"Plan Before You Invest | In Your Corner by Core Wealth Management (https://www.core-wm.com) Should you plan before you invest? YES. In this episode learn the importance of planning your financial future. You have to think about where you want to be in the future and plan how to get there. On thing many people forget is to begin with a plan of your financial goals and build strategies around them. The Fee-Only Financial Planners and investment advisory team at Core Wealth Management are able to help you plan your financial future with the right investment strategy to reach your financial goals. Complimentary Consultation: https://www.core-wm.com/ready-to-learn-more About Core Wealth Management: Core Wealth Management is a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you are seeking unbiased financial planning advice, independent investment management or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority. Our goal is being the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family. Core Wealth Management: At the center of your life's plan.™ Core Wealth Management 4600 Military Trail Suite 215 Jupiter, FL 33458 (561) 491-0231 http://www.core-wm.com info@core-wm.com Connect with us on Social Media: Facebook: https://www.facebook.com/CoreWM/ Twitter: https://twitter.com/Core_WM LinkedIn: https://www.linkedin.com/company/core-wm?trk=biz-companies-cym Google+: https://plus.google.com/+corewealthmanagementjupiter Subscribe to our YouTube channel for more financial investment tips: https://www.youtube.com/channel/UCDEIz9DcRgdcSExas89Rheg

Core Wealth Management | Why You Should Work with a Fiduciary

Published on Apr 2, 2018

Does the person you rely on for investment advice ALWAYS act in your best interest? Most people assume the answer is yes, but that assumption is not a valid one. Here is why working with a fiduciary is so important. Core Wealth Management, based in Jupiter, Florida is a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you are seeking unbiased financial planning advice, independent investment management or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority. Our goal is being the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family. Core Wealth Management: At the center of your life's plan.™ Core Wealth Management 4600 Military Trail Suite 215 Jupiter, FL 33458 (561) 491-0231 http://www.core-wm.com info@core-wm.com

What It Means To Be A NAPFA Advisor

Published on Sep 21, 2018

Can an advisor that receives commissions provide high-quality advice in the best interest of their clients? Yes, but the challenge for consumers is that it is difficult to tell if an advisor is committed to their best interest. NAPFA requirements are so strict that someone looking for an advisor can rely on NAPFA membership as a way to sort out advisors who have made the highest level of commitment toward removing conflicts of interest and putting the client’s interest first. You can rest assured that a NAPFA advisor is truly in your corner. We are a fee-only financial planning and investment advisory firm with long-standing community roots. Whether you are seeking unbiased financial planning advice, independent investment management or comprehensive, integrated wealth management solutions, meeting your unique needs is our highest priority. Our goal is being the primary resource you rely on to help grow, protect and manage your wealth through all the inevitable challenges and opportunities that life will bring to you and your family. Core Wealth Management: At the center of your life's plan.™ Core Wealth Management 4600 Military Trail Suite 215 Jupiter, FL 33458 (561) 491-0231 http://www.core-wm.com info@core-wm.com

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