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Castle Wealth Management
- Financial Services
- West Palm Beach, FL
About this business
At Castle Wealth Management, we understand the unique challenges that come with managing wealth. For nearly two decades, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the ... read more
Location details
201 Arkona Ct, Ste 900, West Palm Beach, FL, 33401, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
CastleWealth is extraordinary at managing my family’s money, but it is much more than that. Christina Worley and her team genuinely care about all aspects of our lives. Like the best of trusted friends they protect our family, our assets, our home and our security.
Castle Wealth Management has been an invaluable partner for our family in managing our finances at the highest level. Since we began working with them in 2019, they've consistently aligned with our goals and provided exceptional guidance that has empowered us to leverage the wealth we've built from over a decade in the tech industry. Over the past 5 years, they've maintained their fiduciary responsibilities with integrity, allowing me the freedom to pursue personal business goals while ensuring our financial future is secur... read more
I employed Castle Wealth Management when I first met Christina in 2006. Since then I have relied on their advice, input and help. The team has been great in communicating with me offering timely advice regarding my finances. I have recommended their services to friends and family and will continue to do so without hesitation.
Christina Worley and her team are very personable and professional. We completely trust them with the investment of our assets. They respond quickly to any questions and consult with us frequently. We have recommended Castle Wealth to several friends who have chosen to use them and will continue to highly recommend to anyone. We know we can rely on Castle Wealth Management.
I have been with Castle Wealth Management for 13 years and have nothing other than good things to say about Christina Worley and her team. I always know who is watching the investment screens. They give me clear, concise planning each year and communicate with me during the year if my needs have changed or if a sale or investment will affect my taxes. Never any surprises at the end of the year. I am a very satisfied client. Five stars - Highly recommend this firm.
Frequently asked questions about Castle Wealth Management
How is Castle Wealth Management rated?
Castle Wealth Management has a 4.8 star rating with 25 reviews.
When is Castle Wealth Management open?
Castle Wealth Management is open now. It will close at 5:00 p.m.
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