Castle Wealth Management

Castle Wealth Management has been an invaluable partner for our family in managing our finances at the highest level. Since we began working with them in 2019, they've consistently aligned with our goals and provided exceptional guidance that has empowered us to leverage the wealth we've built from over a decade in the tech industry. Over the past 5 years, they've maintained their fiduciary responsibilities with integrity, allowing me the freedom to pursue personal business goals while ensuring our financi

I employed Castle Wealth Management when I first met Christina in 2006. Since then I have relied on their advice, input and help. The team has been great in communicating with me offering timely advice regarding my finances. I have recommended their services to friends and family and will continue to do so without hesitation.

CastleWealth is extraordinary at managing my family?s money, but it is much more than that. Christina Worley and her team genuinely care about all aspects of our lives. Like the best of trusted friends they protect our family, our assets, our home and our security.

Christina Worley and her team are very personable and professional. We completely trust them with the investment of our assets. They respond quickly to any questions and consult with us frequently. We have recommended Castle Wealth to several friends who have chosen to use them and will continue to highly recommend to anyone. We know we can rely on Castle Wealth Management.

Just had our annual review with Melissa. What a pleasure! All the information was presented in a concise and friendly manner with lots of good conversation regarding goals and expectations. Melissa asks allot of good questions and provides sage advice. Looking forward to continuing our relationship!

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 fam

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, Ca

I have been with Castle Wealth Management for 13 years and have nothing other than good things to say about Christina Worley and her team. I always know who is watching the investment screens. They give me clear, concise planning each year and communicate with me during the year if my needs have changed or if a sale or investment will affect my taxes. Never any surprises at the end of the year. I am a very satisfied client. Five stars - Highly recommend this firm.

I can't emphasize enough how wonderful this group of financial advisers are!!! Extremely professional, knowledgeable and personable! How can you ask for more? They will work with you on any issue and help resolve. They have worked diligently on creating a financial plan that will carry both my husband and myself well through our old age! Quick response to phone calls and emails to answer all your questions. I trust them with every penny I have!!!

We have been with Castle Wealth for five years. Christina and Melissa are truly a pleasure to work with. They are patient and explain their reasoning so that even those of us without the sharpest business minds can understand. They respond quickly every time we call or email. We recommend them to family and friends at every opportunity.

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

CSW has been managing my money and my family's trust for over two decades. We came to this company after experiencing a negative experience with advisors through Merrill Lynch. CWM has been a very positive experience for us. They are knowledgable, attentive, and work with your unique situation (assets, age, retirement goals, etc), to design a portfolio that is specialized to you. I also appreciate that my advisor regularly reaches out throughout the year to tell you of upcoming reviews of your portfolio an

The team at Castle Wealth Management are phenomenal and I have thoroughly enjoyed working with them. They take the time to understand my objectives and to work to that end. I highly recommend these wonderful people!!

Many thanks to Castle Wealth Management (Melissa Gannon & Christina Worley) as my financial advisors for the past 6 years. They have done a great job of guiding my financial future to make sure we will be ready for retirement (but still in the future!). They have devised plans and recommendations that reflect my goals and risk tolerances that help me sleep at night.

Great team of people at Castle Wealth Management. Many thanks to Nick and Lori for a smooth transition and excellent guidance and support !

If you want to trust a firm to handle your wealth as if it was their own. This is that firm. Castle Wealth Management

My wife and I started working with CWM in 2001 and now, twenty-three years later, three generations of our family are clients of the firm.

Both Christina Worley Christina Worley and Lori Fernicola have been thorough, supportive and proactive. My wife Carole and I feel fortunate to have them in my corner.

Very personalized, prompt service. Supportive of my financial goals.