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. Looking forward to continuing our relationship.

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,... read full review

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.