Castle Wealth Management
www.castlewm.comCastle 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
Read moreCastle 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
Read moreCountry
State
Florida
City (Headquarters)
West Palm Beach
Industry
Employees
11-50
Founded
1997
Estimated Revenue
$1 to $1,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Managing Member , Firm Founder , Cpa / Pfs , Cfp , Cfa
Email ****** @****.comPhone (***) ****-****Portfolio Manager
Email ****** @****.comPhone (***) ****-****Principal and Manager Financial Planning , Cdfa , Cfp
Email ****** @****.comPhone (***) ****-****On Medical Leave
Email ****** @****.comPhone (***) ****-****
Technologies
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