The Gift of Giving: Understanding Gift Tax Rules and Benefits
At Core Wealth Management (CWM), the privacy and confidentiality of user information is important. We are committed to maintaining the privacy and security of your user information.We may update this policy from time to time, so please check here frequently. Core Wealth Management (CWM), will not disclose identifiable user information to any third party without consent.
We are committed to safeguarding your privacy while visiting the Core Wealth Management (CWM), www.corewealthmanagement.com (hereinafter all identified URLs are collectively referred to as the “Site”). Our goal is to provide you with an Internet experience that delivers the information, resources and services that are most relevant to you. Because we understand that your privacy is important, we wish to explain the types of information we gather and the way in which we use it. This Privacy Policy applies to the Site.
This Privacy Policy covers two types of information gathered at the Site, personal and aggregated. The term “personal information” refers to data you voluntarily provide in connection with use of the Site that identifies you and/or the company on whose behalf you are accessing and using the Site. Personal information includes, e.g., data submitted in connection with our services, such as your name, e-mail address, phone number, company affiliation, or certain other personal information. The term “aggregated data” refers to general information regarding visitors and users of the Site that relates to use of the Site, e.g., traffic patterns, number of visits to certain pages, visits from other web sites or to third-party web sites linked to the Site, use of particular services and interest in services, information or features of the Site or other parties made available through, or found at the Site.
What information is collected about you? How do we use it?
We take the utmost care to ensure that the personal information we obtain from you is not used in a way that you may be unaware of or not agreeable to. You may wish to submit an information request about Core Wealth Management (CWM), or subscribe to our e-mail lists. In response, we may ask for information such as your name, email or phone number. In the event you opt to provide us with this information, we will only use it for the purpose specified by you at the bottom of the information gathering form.
Information collected on the Site may be used to:
• Respond to your questions or suggestions
• Improve the quality of your visit to the site
We do not sell, rent or share any of your personal information with any other party, nor use it for unapproved commercial purposes. You may request to be removed from our lists at any time. All emails distributed to our lists will contain easy, online access to unsubscribe.
Permission for Use
Core Wealth Management (CWM) may collect and use personal information that you submit at the Site in any manner that is consistent with uses stated in this Privacy Policy or disclosed elsewhere at the Site at the point you submit such personal information. At the time you submit personal information or make a request, the intended use of the information you submit will be apparent in the context in which you submit it and/or because the Site states the intended purpose. By submitting personal information at the Site, you are giving your consent and permission for any use that is consistent with uses stated in this Privacy Policy or disclosed elsewhere at the Site at the point you submit such personal information, and such consent will be presumed by Core Wealth Management (CWM), unless you state otherwise at the time you submit the personal information. Please do not request any such communications on behalf of an individual or company if you are not authorized to make the request.
Protecting your information
Core Wealth Management (CWM), would like Site visitors to feel confident about using the Site to contact us, so we are committed to protecting the information we collect. Core Wealth Management (CWM), has implemented a security program to keep information that is stored in our systems protected from unauthorized access.
Withdrawing Consent to Use
If, after permitting use of your personal information, you later decide that you no longer want Core Wealth Management (CWM), to contact you or use your personal information in the manner disclosed in this Privacy Policy or at the Site, simply tell us by sending an e-mail.
Use of Aggregated Data
Core Wealth Management (CWM), is interested in improving the Site and may develop and offer new features and services. We monitor aggregated data regarding use of the Site for marketing purposes and to study, improve and promote use of the Site. In connection with such purposes, Core Wealth Management (CWM) may share aggregated data with third parties collectively and in an anonymous way. Disclosure of aggregated data does not reveal personal information about individual Site users in any way that identifies who they are or how to contact them.
Use of Cookies
To enable features at the Site, Core Wealth Management (CWM), may assign one or more “cookies” to your Internet browser. Cookies, among other things, speed navigation through our Site, keep track of information so that you do not have to re-enter it each time you visit our Site, and may provide you with customized content. A cookie is an Internet mechanism composed of a small text file containing a unique identification number that permits a web server to send small pieces of information or text by means of your browser and place them on your computer’s hard drive for storage. This text lets the web server know if you have previously visited the web page. Cookies by themselves cannot be used to find out the identity of any user.
We use cookies to collect and maintain aggregated data (such as the number of visitors) to help us see which areas are most popular with our users and improve and update the content on our site. While in the process of browsing our site, you also provide us with information that doesn’t reveal your personal identity — what type of destination you’re exploring, for example. We use this aggregated data only as explained in this Privacy Policy. We do not connect aggregated data to any name, address, or other identifying information.
You may occasionally receive cookies from unaffiliated companies or organizations, to the extent they place advertising on our Site or are linked to the Site. These third-party cookies may collect information about you when you “click” on their advertising or content or link. This practice is standard in the Internet industry. Because of the way in which the Internet operates, we cannot control collection of this information by these third parties, and these cookies are not subject to this Privacy Policy.
Links Provided To Other Sites
Core Wealth Management (CWM), may provide links to a number of other web sites that we believe might offer you useful information and services. However, those sites may not follow the same privacy policies as Core Wealth Management (CWM), .Therefore, we are not responsible for the privacy policies or the actions of any third parties, including without limitation, any web site owners whose sites may be reached through this Site, nor can we control the activities of those web sites. We urge you to contact the relevant parties controlling these sites or accessing their on-line policies for the relevant information about their data collection practices before submitting any personal information or other sensitive data.
Your Consent To This Privacy Policy
Use of the Site signifies your consent, as well as the consent of the company for whom you use the Site and whose information you submit (if any), to this on-line Privacy Policy, including the collection and use of information by Core Wealth Management (CWM),, as described in this statement, and also signifies agreement to the terms of use for the Site. Continued access and use of the Site without acceptance of the terms of this Privacy Policy relieves Core Wealth Management (CWM), from responsibility to the user.
Policy Modifications
Core Wealth Management (CWM), reserves the right to change this Privacy Policy at any time; notice of changes will be published on this page. Changes will always be prospective, not retroactive.
MEET OUR TEAM
Todd Schanel, CFA, CPA, CFP®
Principal and Director of Investment Advisory Services
Todd’s vision was to build a firm that offers independent and objective financial advice, applies academic research to the management of client portfolios, and helps clients simplify the planning process as they work toward the achievement of their financial goals.
Jackie Goldstick, CFP®
Principal and Director of Financial Planning Services
Jackie’s passion for assisting individuals and families with their financial planning needs has shaped her interest in ensuring that each Core Wealth client establishes a strong financial plan as step one in their relationship. She has extensive experience building practical, evolutionary financial plans for a wide range of risk profiles and circumstances.
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