Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. 

CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP®,CFA.

Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances.

Check CWM's Twitter feed at @CastleWM

Castle Wealth Management

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