Castle Wealth Management

Investment Bank/Securities Brokerage - West Palm Beach, FL, US

Castle Wealth Management Employees
Christina Worley

Managing Member, Firm Founder, CPA/PFS, CFP, CFA

Contact Christina Worley

Melissa Gannon

Manager Financial Planning, CDFA®, CFP®

Contact Melissa Gannon

Lori Fernicola

Financial Planner

Contact Lori Fernicola

Michael Allende

Financial Research Assistant

Contact Michael Allende

Melissa M.

Portfolio Manager

Contact Melissa M.

Phil Koch

On Medical leave

Contact Phil Koch

Ariel Moyano

Associate Financial Planner

Contact Ariel Moyano

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Castle Wealth Management Senior Management
Christina Worley

Managing Member, Firm Founder, CPA/PFS, CFP, CFA

Contact Christina Worley

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Castle Wealth Management Details

Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP®,CFA.Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances.Check CWM's Twitter feed at @CastleWM

Castle Wealth Management logo, Castle Wealth Management contact details
Website: castlewm.com
Employees: 10 - 19
HQ: 561-584-5080
Location: West Palm Beach, FL, US
Revenue: 5 - 10 Million
Portfolio Management Retirement & Estate Planning Asset Protection Planning Insurance Reviews Multigenerational Wealth Transfers Retirement & Estate Planning Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
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