Jackie Goldstick

CFP®

Core Wealth Management, Inc.

Director of Financial Planning

Jackie 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®

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

Jackie Goldstick is a Jupiter, FL fee-only financial planner. Core Wealth Management, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jackie Goldstick is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.  She began her planning career 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

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

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

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:

​Financial Planning

Investment Management

401(k) Planning

​

WHAT SETS US APART

​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.

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

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jackie Goldstick

Please enter your name
Please enter a valid 10 digit US phone number in the format xxx-yyy-zzzz
Please enter a valid email address
Please leave a message for the advisor.
Please verify that you aren't a robot.
There was an issue sending your message. If this issue persists, please contact support.
Your message has been successfully sent to the advisor. Please allow some time for a reply.

Office Locations:

  • 4600 Military Trail
    Suite 215
    Jupiter, FL 33458

About Core Wealth Management, Fee-Only Wealth Management Firm

Published on Jan 16, 2018

Core Wealth Management is a fee-only financial planning and investment advisory firm with long-standing community roots based in Jupiter, Florida. 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

Plan Before You Invest | Plan Your Financial Goals | Core Wealth Management - In Your Corner

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

Why You Should Work with a Fiduciary - Core Wealth Management

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

Outdated Browser Detected!

If you're seeing this message, it's because the web browser you're using to access our site is much older and no longer supported. Due to privacy and safety concerns, we don't allow older browsers to access our site. In order to access WhyFiduciary.com, please use a newer browser, like Internet Explorer 10 or above, Google Chrome, or Mozilla Firefox.

Download a newer browser