Financial Planners in West Palm Beach, FL and Jamestown, NY
When you work with us, no question is too big or too small – we are your on-call resource for all of your financial questions.
We will help you put together an individualized financial plan that fits your needs. Once this is in place, we monitor and review it regularly to help you attain your goals.
You can be confident in knowing that our staff has the credentials and experience you can trust. Our certifications include CPA/PFS, CFP, CFA, and CDFA. We put our expertise to work for you as fiduciaries, getting paid only by you and receiving no commissions.
Castle Wealth Management provides wealth management services for individuals, families, and businesses.
Our financial planning services reflect our tagline to “Fortify Your Family’s Future,” with services ranging from investment management, college planning, divorce planning, elder-care issues and more.
Retirement planning is one of the most important decisions in your life; our financial planners can help you choose the best retirement plan for you as an employee or employer, and help to put your goals front and center.
We Commit To The Idea Of Service
Castle Wealth Management is one of only 1,100 asset management firms worldwide
that adhere to the CFA Institute’s Asset Manager Code of Professional Conduct.
As a Registered Investment Advisory firm, we are required to always act as your fiduciary, strictly serving your best interests. We do not get paid on the sale of any investment products. What does this mean for you? The ultimate peace of mind in knowing your finances are in trusted hands.
We are compensated strictly through your fully disclosed fees, refusing commissions, or any other misaligned third-party incentives. We work for you – and only for you!
We will always have your best interest in mind, finding investment solutions that not only work the best for you but are aimed towards meeting your financial goals. Other financial planners that offer non-fiduciary advice are not obligated to provide the best solutions for your needs.
Our Account Review Committee meets weekly to review a rotating group of individual portfolios. You can feel secure knowing your investments are closely monitored and adjusted to give you the best performance possible. Learn More
CPA/PFS, CFP®, CFA
Christina Worley is the Founder and Managing Member of Castle Wealth Management. Under Mrs. Worley’s guidance, Castle Wealth Management has grown since 1997 to become an established, fee-only fiduciary provider of wealth management services with approximately $400 million of assets under management.
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