# Core Wealth Management, Inc.
Source: https://planprovider.pro/provider/core-wealth-management-inc

> From its base in Jupiter on Florida’s Treasure Coast, Core Wealth Management, Inc. works with individuals and families across the broader Palm Beach area and…

Retirement Plan Advisor

Jupiter, FL

## About Core Wealth Management, Inc.

<p>From its base in Jupiter on Florida’s Treasure Coast, Core Wealth Management, Inc. works with individuals and families across the broader Palm Beach area and up through Martin and St. Lucie Counties.</p>

<p>Founded in 2012, the firm is a fee-only, fiduciary registered investment advisor (RIA). Its advisors, including CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals and other credentialed team members, provide objective advice with compensation paid only by clients.</p>

<p>Core Wealth Management offers financial planning, investment management, retirement planning, and wealth management. The team also coordinates tax planning as part of a cohesive strategy that ties day-to-day decisions to longer-term goals. For employer plans, it provides 3(21) and 3(38) fiduciary services for plan sponsors looking for hands-on investment oversight from a <a href="/plan-advisors">plan advisor</a>.</p>

<p>As of 2026, the firm reports $0.3B in assets under management (AUM). A key differentiator is its fee-only structure combined with fiduciary plan support through both 3(21) and 3(38) roles.</p>

<ul>
<li>Fee-only, fiduciary RIA</li>
<li>Financial planning and retirement planning</li>
<li>Independent investment management</li>
<li>3(21) and 3(38) plan fiduciary services</li>
<li>Service area includes Palm Beach Gardens, West Palm Beach, Boca Raton, and Boynton Beach</li>
</ul>

Website: [https://www.core-wm.com/](https://www.core-wm.com/)

Founded: 2012

## Office Locations

- Jupiter, FL (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $345.5M

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