Castle Wealth Management

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.

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 all her colleagues at Castle understand the breadth of their business and they patiently explain the details. Our portfolio is managed by... read full review

I had an excellent experience working with Melissa Gannon at Castle Wealth Management. She is highly knowledgeable, professional, and takes the time to really understand her clients’ needs. Highly recommend her and Castle Wealth Management!