Castle Wealth Management - West Palm Beach, Florida

Michael A.

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.

Martha J.

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.

J. B. D.

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 financial future is secure.

What stands out most is their commitment to communication and accessibility—every email, every call, always responded to promptly. Their office feels like home, a place where we’re always welcomed and understood. The personalized care they've shown, from watching our kids grow to helping plan for their college futures, has truly made them a part of our family.

For anyone in South Florida or beyond looking for a trusted partners, I wholeheartedly recommend Castle Wealth Management. They’ve given me hope for our generational wealth and provided a strong foundation for our future.

Richard B.

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.

george P.

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, Castle Wealth Management runs a complex algorithmic analysis of what can safely be spent considering essential needs, discretionary expenses, projected investment returns, tax consequences, inflation estimates and estate considerations. Based on Castle Wealth's research and analysis, I have a high level of confidence in what they and we have projected for ourselves. This is extremely reassuring.
Castle wealth Management is a small firm where the expression "We really care about our clients," is more than a slogan. My advisors, Christina and Lori, are fully aware of those matters of my wife's and my situation relevant to their investment decisions and projections. The firm has periodical reviews of client information and investments, yearly in person reviews and are always caring, available and prompt as any situation demands.

Susan D.

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.

Yoric K.

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 family. Other employees have been excellent to work with too.
Very highly recommended company.

Tim S.

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!!