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Castle Wealth Management jobs and careers

United States

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About Castle Wealth Management

Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP®,CFA. Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances. Check CWM's Twitter feed at @CastleWM

ConsultingFinanceFinancial ServicesWealth Management
Founded
1997
Employees
11 to 50
Headquarters
United States

Leadership

The top of Castle Wealth Management's org chart, with how many people report into each leader.

CW

Christina Worley

Managing Member, Firm Founder, CPA/PFS, CFP, CFA

Jobs at Castle Wealth Management

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