Company Email Format Management

Castle Wealth Management

Investment Management Boynton Beach, Florida, United States 10 employees

Employees: 10
Contacts: 2
Emails: 2
Phones: 1

castlewm.com LinkedIn

Castle Wealth Management Overview

Headquarters: Boynton Beach, Florida, United States
Phone Number: Available in AeroLeads
Website: castlewm.com
Industry: Investment Management
Employees: 10
Founded: 1997
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Portfolio Management Retirement & Estate Planning Asset Protection Planning Insurance Reviews Multigenerational Wealth Transfers

About Castle Wealth Management

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

Castle Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage
Phone contacts: 1; 33.3% coverage

Castle Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Melissa Gannon, Cfp®, Cdfa®, Mba	Fee-only Financial Planner, Certified	West Palm Beach, Florida, United States	Email Phone
Nicholas Darzentas, Cfa	Portfolio Manager at Castle Wealth	Lake Worth, Florida, United States	Email
Phil Koch	On Medical Leave at Castle Wealth		View