Castle Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$416,509,295
Clients
242
Advisors
5
of 8 employees
About
Castle Wealth Management serves high‑net‑worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm provides ongoing investment supervisory services and portfolio management, including access to mutual funds, ETFs, separate account managers, variable annuities, 529 plans, and alternative investments.
Castle structures client relationships around a written investment policy statement and uses asset‑allocation analysis (including a modern portfolio theory‑based tool) to build diversified portfolios on a discretionary or non‑discretionary basis. Portfolio oversight is periodic and committee‑driven, with an emphasis on tax‑aware management and adherence to professional standards such as the CFP Board and the CFA Asset Manager Code.
Distinctive features include a formal affiliation with a public accounting firm that has historically generated referrals and participates in committee and consulting roles within the firm, and the firm’s role as a sponsor/manager of wrap fee programs, where it manages wrap arrangements alongside its standard advisory services. Castle also operates a committee‑approved private alternative investments process with investor eligibility criteria and billing practices that rely on fund‑provided or estimated valuations, which can affect reporting and reconciliation.
Client services
Expertise
Occupation focus
Fee options
Typically starting at $2,500 for consulting/financial planning services, dependent on scope and complexity.
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.25%
$100 to $450 per hour, depending on complexity and mutual agreement.
Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,000 for assets under management, may be waived.
Main office
1880 N Congress Ave, Suite 302
Boynton Beach FL 33426
Advisors at this office
5
Most active in
California · Connecticut · Florida · Georgia · New York · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Also doing business as
Castle Wealth Management · Castle Wealth Management LLC · P.F.S. Advisors L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Scott W
Series 65
Boynton Beach, FL
Castle Wealth Management
Scott Worley is a financial advisor with Castle Wealth Management in Boynton Beach, FL, holding a Series 65 license and 10 years of industry experience. He has worked at Castle Wealth Management since 2015 and previously at Eco Water Technologies Corp from 2017 to 2020. Outside of his advisory role, Worley is a licensed general contractor and managing member of Northstar Building Management, as well as president and licensed broker at Northstar Homes Realty, both real estate-related activities. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm uses a written investment policy statement and asset-allocation analysis to build diversified portfolios, offering discretionary and non-discretionary management with an emphasis on tax-aware strategies and professional standards.
Matthew K
CFA®
Boynton Beach, FL
Castle Wealth Management
Matthew Kaszel is a CFA charterholder with over a decade of experience in the financial industry. He has worked at Heward Investment Management, Lester Asset Management, and currently at Castle Wealth Management, where he has been since 2026. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm emphasizes tax-aware portfolio management and uses a committee-driven oversight process, offering a range of investment options including alternative investments and wrap fee programs.
Christina W
CFP®, CFA®, PFS™
Boynton Beach, FL
Castle Wealth Management
Christina Worley is a CFP®, CFA®, and PFS™ professional with 28 years of industry experience. She has been with Castle Wealth Management since 1997. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm uses asset-allocation analysis and a committee-driven portfolio oversight process, emphasizing tax-aware management and adherence to professional standards.
Megan K
Series 66
Boynton Beach, FL
Castle Wealth Management
Megan Kiziah is a financial advisor at Castle Wealth Management with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, UBS Financial Services, Stifel Nicolaus, and Gunster Yoakley Stewart. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs a committee-driven approach to portfolio management, emphasizing tax-aware strategies and adherence to professional standards.
Melissa G
CFP®, Series 65
Boynton Beach, FL
Castle Wealth Management
Melissa Gannon is a CFP® and Series 65-registered advisor with 11 years of industry experience. She has been with Castle Wealth Management since 2016 and previously worked at Regal Investment Advisors LLC. Castle Wealth Management serves high-net-worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm employs asset-allocation analysis and committee-driven portfolio oversight, emphasizing tax-aware management and adherence to professional standards.
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