“Christina Worley is the Founder and Managing Member of Castle Wealth Management. Under Mrs. Worley's guidance, Castle Wealth Management has grown since 1997 to become an established, fee-only fiduciary provider of wealth management services with appr...”
“You're actually able to talk with a live person and my rep Dave is really good with replying to text whenever I reach out to him sometimes lol it's after hours but “Hey “ I think he understands.”
Commitment to Clients, Tell A Friend, Bruce Jakiel
“Bruce began our relationship with a second look on what we were doing already and it didn't take us long to see that perhaps someone invested in our ability to reach our financial goals, rather than just manage our money was important.”