A complete list of active advisors currently associated with Castle Rock Wealth Management, LLC
Warmer can help you find a great advisor at Castle Rock Wealth Management, LLC or one who fits your needs even better.
Castle Rock Wealth Management provides investment advisory services to individuals (including high net worth clients), trusts, estates, charitable organizations and business entities through comprehensive portfolio management, financial planning and retirement plan consulting. The firm acts as a fiduciary and reports $587,078,190 in discretionary assets under management while offering written financial plans and ongoing portfolio monitoring. The firm generally manages client accounts on a discretionary basis and may implement strategies using individual stocks, bonds, ETFs, mutual funds, options and other public and private securities, sometimes with the assistance of third‑party money managers. Castle Rock discloses the use of option writing, short sales and margin borrowing in separately managed accounts and applies a mix of fundamental, technical and cyclical analysis to inform portfolio decisions. Notable distinctions relative to many team advisors include that several advisory persons are registered representatives of Private Client Services, LLC and are also licensed insurance professionals (including an affiliation with an insurance entity), enabling commissionable securities and insurance transactions in addition to fee‑based services. The firm is also atypical in scale and structure for a seven‑advisor team—serving roughly 2,024 clients across six offices—while expressly permitting derivatives and borrowing in client accounts and utilizing sub‑advisors for implementation.
To learn more about the advisors currently working at Castle Rock Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Castle Rock Wealth Management, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Walnut Creek, CA
| 39
| |
Kellogg, ID
| 45
| |
Walnut Creek, CA
| 13
| |
Walnut Creek, CA
| 42
| |
Walnut Creek, CA
| 25
| |
Walnut Creek, CA
| 32
| |
Walnut Creek, CA
| 29
|
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