Integrated tax planning and financial planning to reach your financial goals

Get there faster when all the pieces of your financial life are fully integrated and working toward the same dream. Our affiliate, Core Wealth Management, offers complete financial planning so your tax planning works with your long-term wealth-building goals.

Simplify your life when your financial advisor and your tax advisor work as a team under one roof. You’ll have peace of mind that everything is working together toward the same long-term plan.

Our coordinated and comprehensive approach means that we see the big picture of your financial life. By integrating tax planning with financial planning, we can help you find the best way to reach your long-term financial goals.

Schanel & Associates is the only CPA firm in the area that offers fee-only financial advisors along with tax preparation and tax planning. The leadership team at Core Wealth Management includes professionals holding the designations of Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).