Castle Wealth Management

Tim Whelan 

on Google

3 months ago

Castle Wealth Management is a heavily credentialed team of client-centered professionals who have walked the long, profitable path with us. We began relying on Castle Wealth 10 years ago when firm founder Christina Worley brought her team to our garden center to organize employee Schwab accounts when we rolled out 401(k) and Defined Benefits Plans. Though our pension plans were administered by others, it was Castle Wealth's Lori Fernicola who made the idiosyncrasies understandable and bureaucratic filings timely. Lori and... read more

Susan Gregg 

on Google

2 months ago

I'm so glad I found Castle Wealth Management and Melissa Gannon, CFP, to help me manage my finances in retirement. Melissa is welcoming, responsive and knowledgeable, and continually stays on top of how any changing market conditions affect my allocations, and making timely adjustments as necessary. 

Kristani Knapp 

on Google

6 months ago

I've been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing I've appreciated is how they take the time to educate me rather than talking over my head. Something else for which I've been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, I've been very happy with the performance of their investment recommendations! 

J. Bobby Dorlus 

on Google

a year ago

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

Martha Johnson 

on Google

a year ago

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.