Castle Wealth Management - Boynton Beach (FL)

5 /5 Kristani Knapp: Ive been investing with Castlewealth for the last six years and have been extremely pleased with the service they provide. One thing Ive appreciated is how they take the time to educate me rather than talking over my head. Something else for which Ive been grateful is how incredibly conscientious and thorough they are with all financial matters being fully addressed. Lastly, Ive been very happy with the performance of their investment recommendations!

5 /5 J. Bobby Dorlus: 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, theyve consistently aligned with our goals and provided exceptional guidance that has empowered us to leverage the wealth weve built from over a decade in the tech industry. Over the past 5 years, theyve 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 theyve 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.

5 /5 Raul Smith: I had an excellent experience working with Melissa Gannon at Castle Wealth Management. She is highly knowledgeable, professional, and takes the time to really understand her clients’ needs. Highly recommend her and Castle Wealth Management!

5 /5 Martha Johnson: 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.

5 /5 Richard Bondareff: 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.