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castlewm.com

Castle Wealth Management | West Palm Beach, FL

We help you put together a individualized financial plan and then we monitor and review it to assist you in reaching your goals.

http://www.castlewm.com/

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CONTACTS AT CASTLEWM.COM

E&B Computer Services, Inc.

ebcs ebcs

400 Vill●●●●●●●● Suite E

West ●●●●●Beach , FL, 33409

US

1.56●●●●8883
in●●●@ebcs.com

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Castle Wealth Management

Christina Worley

1400 CENTR●●●●●●●●●● Suite 900

West ●●●●●Beach , FL, 33401

US

561.●●●●9604
561.●●●●5080
CW●●●●●@castlewm.com

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KDT Solutions

Greg Kunzelmann

1256 5t●●●●●●●t North

West ●●●●●Beach , FL, 33411

US

561.●●●●9399
561.●●●●9609
gr●●@kdtsolutions.com

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We help you put together a individualized financial plan and then we monitor and review it to assist you in reaching your goals.
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Castle Wealth Management | West Palm Beach, FL | castlewm.com Reviews

https://castlewm.com

We help you put together a individualized financial plan and then we monitor and review it to assist you in reaching your goals.

INTERNAL PAGES

castlewm.com castlewm.com
1

Investment Committee -

http://castlewm.com/investment-committee

Our Investment Committee meets on a weekly basis to review individual portfolios’ performance. These meetings also include our one CPA partner, Gary Sellari (not active in our office). We review things like:. The cash balances (fully invested or reserves set aside as per a specific client request), realized gains for the tax year,. The total income being generated, and if it is commensurate with the expected withdrawals to sustain the principal, as per the clients financial plan needs,. We have noted tha...

2

Our Wealth Management Process | Castle Wealth Management

http://castlewm.com/wp/services

Our Wealth Management Process. As our client, you will benefit from a collaborative relationship that addresses and anticipates your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate. WE HELP YOU TO MAKE SOLID FINANCIAL DECISIONS. We are your on-call resource for your financial questions. Planning for a Special Needs Child. Planning for Alternative Lifestyles. In an ...

3

Our Wealth Management Process | Castle Wealth Management

http://castlewm.com/services

Our Wealth Management Process. As our client, you will benefit from a collaborative relationship that addresses and anticipates your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate. WE HELP YOU TO MAKE SOLID FINANCIAL DECISIONS. We are your on-call resource for your financial questions. Planning for a Special Needs Child. Planning for Alternative Lifestyles. In an ...

4

Why Choose Us- The Castle Wealth Management Difference

http://castlewm.com/why-choose-us

At Castle Wealth Management, we understand the unique challenges that come with managing wealth. For nearly two decades, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We bring proven expertise to bear on every aspect of a client’s wealth from accumulation and growth through preservation and distribution. Why Clients Choose Us:. Tax Efficient Portfolio Management.

5

FAQ- Castle Wealth Management

http://castlewm.com/faq

What’s the key difference between a broker and a registered investment advisor? Under the Investment Advisors Act of 1940, registered investment advisors are held to a fiduciary standard of care. By law, they must ensure that each investment recommendation they make is based on the client’s best interest. A broker is required to only purchase suitable investments and not necessarily what’s in the client’s best interest. Should I be concerned that I’ll outlive my money? Anyone can call themselves a financ...

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LINKS TO THIS WEBSITE

cca.womenschamber.biz cca.womenschamber.biz

Castle Wealth Management

http://cca.womenschamber.biz/castle-wealth-management_5005086_3_1_18140_memberprofile.aspx

Womens Chamber Of Commerce Of Palm Beach County, Inc. Managing Partner ;. West Palm Beach, FL 33401. Financial and Financial Advisors. Chamber Calendar of Events. Community Calendar of Events. Membership Levels and Dues. A Message from WCC President. Membership Levels and Dues. Donate to WCF Free. Board and Staff Directory. Member to Member Discount Offerings. Member to Member Discount Submission. 400 Hibiscus Street, West Palm Beach, FL 33401 Tel: 561-659-0285 Fax: 561-659-0286.

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Array key exists() expects parameter 2 to be array, null given in /home/danlofaso/public html/wp-content/themes/boston/framework/shortcodes/ctShortcode.class.php. WE HELP YOU TO MAKE SOLID FINANCIAL DECISIONS. We are your on-call resource for your financial questions. WE WORK IN YOUR BEST INTEREST. We help you put together a individualized financial plan and then we monitor and review it to assist you in reaching your goals. WE ARE EXPERIENCED INVESTMENT MANAGERS. Dedicated Client Care, Built In. Our con...

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