Castle Wealth Management is a trusted and experienced wealth management firm with offices in West Palm Beach, FL and Jamestown, NY. They offer a wide range of financial planning services, including asset protection, personal financial planning, wealth transfer, retirement planning, LGBTQ divorce planning, and special needs planning. With a team of certified professionals, Castle Wealth Management is committed to providing personalized and comprehensive financial solutions to help individuals, families, and businesses fortify their future.
As a registered investment advisory firm, Castle Wealth Management operates as a fiduciary, always acting in the best interests of their clients. They do not receive commissions and are compensated solely through fully disclosed fees. With a focus on performance and a commitment to finding the best investment solutions, Castle Wealth Management closely monitors and adjusts portfolios to ensure optimal results. Led by founder Christina Worley, Castle Wealth Management has built a strong reputation as a trusted partner in wealth management, managing approximately $400 million in assets under management.
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