Mark Bertoli's Contact Details

Mark Bertoli's Company Details

Castle Rock Wealth Management, LLC

Walnut Creek, California, United States • 8 Employees
Financial Services

Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. To that end, our team helps individuals and their families, business owners and other professionals preserve, build, and access their wealth. We use a process that builds an investment strategy on a solid foundation of clear financial goals and objectives. We believe our clients appreciate this clarity we bring to the wealth management process.We also believe a strong relationship between client and advisor is key to understanding who you are, your future objectives, and how we can fulfill them.It is our objective to provide solutions for each of those steps. Whether it is retirement income, philanthropic desires, or caring for elderly parents, the investment strategies practiced after achieving your wealth are more important than the strategy which created your wealth. The advisors at Castle Rock Wealth Management understand this and have devised a comprehensive approach to pursue your goals—the Personalized Investment Plan. After identifying your retirement objectives we create a plan that is right for you.