Castle Wealth Management

Address:

201 Arkona Court, West Palm Beach, Florida, 33401


Phone:

(561) 686-9604


Fax:

561-584-5080


Email:

[email protected]


Website:

http://castlewm.com/




Description:

Castle Wealth Management is a Registered Investment Advisor firm, acting as your fidicuary, providing cost-effective investment solutions and financial planning services on a fee-only basis.

In contrast to traditional broker/dealer relationships, as a Registered Investment Advisor firm, we are required to always act as your fiduciary, strictly serving your best interests. We are compensated strictly through your fully disclosed fees, refusing commissions or any other misaligned incentives.



List of Services:

Retirement planning
Financial planning
Inheritance planning
Investment planning
College planning (529 Plans)


Business Hours:

Mon: 8:30 am - 5:00 pm
Tue: 8:30 am - 5:00 pm
Wed: 8:30 am - 5:00 pm
Thu: 8:30 am - 5:00 pm
Fri: 8:30 am - 5:00 pm
Sat: Closed
Sun: Closed


Year Established:

1997


Number of Employees:

5