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Castle Wealth Management made recent news in The Palm Beach Post for our purchase of a new building just south of Downtown West Palm Beach and steps away from The Norton Museum. The new location, a stand-alone building with 5,000

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Avoiding probate in Florida and elsewhere only requires a few simple steps. Learn how to avoid probate now to spare your beneficiaries the stress and expense later.   How do you spare your family the hassle and expense of probate?

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February 28, 2019


Where does saving for retirement fall on your to-do list as a small business owner or self-employed individual? Without an employer pushing you to save, you are very likely to lose valuable time building your own pension plan. You may

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Are you considering using your IRA to fund your child’s college? Stop. The benefits of choosing a 529 vs an Individual Retirement Account (IRA) for your child’s college saving plan are many. This guide explores both options to help you

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Castle Wealth Management’s Founder and Managing Member, Christina Worley, will be speaking at the 6th Annual Private Wealth Latin America and the Caribbean Forum in Miami, Florida on October 17. She will discuss Alternative Investments: Private Investments and the Importance of

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