Castle Wealth Management

www.castlewm.com

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

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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

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Country

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State

Florida

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City (Headquarters)

West Palm Beach

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Employees

11-50

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Founded

1997

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Managing Member , Firm Founder , Cpa / Pfs , Cfp , Cfa

    Email ****** @****.com
    Phone (***) ****-****
  • Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Principal and Manager Financial Planning , Cdfa , Cfp

    Email ****** @****.com
    Phone (***) ****-****
  • On Medical Leave

    Email ****** @****.com
    Phone (***) ****-****

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