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The Hispanic Chamber of Commerce of Palm Beach County 2nd Annual Esperanza Awards Ursula Auger, CFA, CFP(R), Portfolio Manager at Castle Wealth Management, will share her journey as a child immigrant from Peru in the 1980s to a successful business

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Castle Wealth Management is proud to announce that Portfolio Manager, Ursula Auger, CFA, CFP® has been elected Secretary of the Freddy’s Forum Toastmasters, a West Palm Beach, Fla. chapter of Toastmasters International. Castle Wealth Management is a strong proponent of

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Women spend fewer years in the work force and make less money than their male counterparts. They also live longer and take more time off work for family issues. They are often too busy taking care of others and don’t

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April 19, 2017


  The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

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March 4, 2017


Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of last year’s tax return and gathering W-2s, 1099s, and deduction records.

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