Wealth Management
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).
Core Wealth Management is a fee-only Registered Investment Advisor Firm.
Fee-only means the sole compensation for advisors comes from flat-fees, hourly fees or a percentage of assets under management. This means they don’t receive commissions, kickbacks, gifts or other payments from third parties. This approach minimizes conflicts of interest.
Registered Investment Advisors operate under the highest standard of care for their clients. They enter a legally binding relationship with each of their clients that requires them to put the clients’ interests ahead of theirs.
Core Wealth Management provides personalized services that are designed to help individuals and families grow and preserve their wealth. Together with you, we develop prudent strategies that are consistent with your long-term objectives and tolerance for risk. Our full range of services includes:
- Fee-Only Financial Planning
- Investment Management
- Risk Management
- Retirement Planning
- 401(k) Plans for Small Business
Are you ready for us to help you find the opportunities in today’s financial challenges? Visit Core Wealth Management to learn how we can help you!