Castle Wealth Management, LLC is an independent, fee-only fiduciary investment advisory firm located in Boynton Beach, Florida, serving clients throughout central Palm Beach County and West Palm Beach. Founded by Managing Member Christina Worley, CPA/PFS, CFP®, CFA, the firm assists retirees, surviving spouses, and families with retirement cash-flow modeling, tax-smart portfolio management, wealth transfer, and special needs financial planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Castle Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-60871; independent fee-only fiduciary Registered Investment Adviser with zero disciplinary disclosures on IAPD.
Issuer: CFP Board / CFA Institute / AICPA
Notes: Founder Christina Worley holds Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), and Certified Public Accountant / Personal Financial Specialist (CPA/PFS) designations.
Factual details and direct answers about Castle Wealth Management, LLC's services, licensing, and credentials.
Is Castle Wealth Management a fee-only fiduciary firm?
Yes, Castle Wealth Management (SEC CRD #118364, File #801-60871) is an independent fee-only Registered Investment Adviser that acts strictly as a fiduciary and does not accept commissions from any financial products.
What credentials does founder Christina Worley hold?
Christina Worley holds the Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), and Certified Public Accountant / Personal Financial Specialist (CPA/PFS) credentials.
Where is Castle Wealth Management located in Palm Beach County?
The firm is located at 1880 North Congress Avenue, Suite 302, in Boynton Beach, Florida 33426, serving retirees in Boynton Beach, West Palm Beach, Delray Beach, and Lake Worth.
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