Castle Wealth Management

Scott Worley is a financial advisor at Castle Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at Castle Wealth Management since 2015. Outside of his advisory role, Mr. 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 non-investment activities. Castle Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm employs modern portfolio theory to create diversified investment portfolios and maintains ongoing oversight through dedicated committees, with additional support from a public accounting firm affiliation.

Nicholas Darzentas is a CFA® charterholder with 16 years of industry experience. He currently serves at Castle Wealth Management, where he has worked since 2021. His prior roles include positions at Sky Alpha Asset Advisors and Northwestern Mutual. Outside of his advisory work, Mr. Darzentas has residual income from life insurance sales and is licensed as a real estate sales associate, primarily facilitating transactions for family members. Castle Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm employs a disciplined investment approach based on written Investment Policy Statements and uses modern portfolio theory to construct diversified portfolios, with ongoing oversight from dedicated committees and a formal affiliation with a public accounting firm.

Amber Dakar is a financial advisor at Castle Wealth Management with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, Merrill, Lancaster Investing LLC, Banyan Hill Publishing, and Weiss Research Inc. Castle Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm uses a written Investment Policy Statement and modern portfolio theory to build diversified portfolios, with oversight from dedicated committees and a formal affiliation with a public accounting firm.

Lori Fernicola is a CFP® professional with 10 years of experience in financial advising. She has worked at Castle Wealth Management since 2021 and previously spent six years at Banyan Global Investment Advisors, LLC. Castle Wealth Management offers customized wealth management and financial planning to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm uses a formal Investment Policy Statement and modern portfolio theory tools to create diversified portfolios, with ongoing oversight provided by dedicated committees and a formal affiliation with a public accounting firm for referrals and consulting support.

Christina Worley is a CFP®, CFA®, and PFS™ with 28 years of industry experience. She has been with Castle Wealth Management in Boynton Beach, FL since 1997. Castle Wealth Management provides customized wealth management and financial planning services to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm uses a written Investment Policy Statement and modern portfolio theory to create diversified portfolios, with oversight through dedicated committees and collaboration with a public accounting firm.

Melissa Gannon is a CFP® and Series 65 licensed advisor with 10 years of industry experience. She has worked at Castle Wealth Management since 2016 and previously at Best Life Financial Planning. Castle Wealth Management offers customized wealth management and financial planning services to individuals, high-net-worth families, trusts, charitable entities, and businesses. The firm employs a written Investment Policy Statement and modern portfolio theory tools to create diversified portfolios, with ongoing oversight provided by dedicated committees and supported by a formal affiliation with a public accounting firm.