Reviews for Castle Wealth Management

Mar 2024

I am a retired attorney and a sculptor. Castle wealth Management has been my financial advisor for almost 20 years. They have always done excellent work investing in a controlled, diversified manner, protecting principal, while promoting appreciable earnings, sometimes utilizing asset classes I never would have found on my own.Like many retirees, I want to know that my wife and I will not outlive our assets, and that we will be able to maintain the life style we have projected for ourselves. To help, Castle Wealth Management runs a complex algorithmic analysis of what can safely be spent considering essential needs, discretionary expenses, projected investment returns,...read full review
Nov 2023

Castle Wealth Management is a first class operation. They listen carefully to us. They have gotten to know us as individuals and as a family. Their suggestions over the years have saved us a lot of money!Christina and Missy are wonderful. Christina has professional qualifications well above most financial advisors. Missy is very personable and she is good at following up on previous conversations. They have great ideas and they stay current with changing conditions in the financial realm and within our family. Other employees have been excellent to work with too.Very highly recommended company.
Oct 2023

Castle Weatlh Management has been managing my retirement account for the better part of two decades. Throughout my interactions with Christina and team, I have always felt like a part of their immediate family. I recommend CWM to anyone looking to secure their financial future- Jesse Malagon

From Castle Wealth Management

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 nuances and complexities of each situation, we continue to build trusted relationships. With $300 million in assets under management, we are a trusted partner that seeks to understand each client and their goals.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Tips

by appointment only

Local Businesses Nearby

Ratings

Google: 4.6/5