Castle Rock Wealth Management provides financial advisory services focused on wealth management for high net worth individuals and families. The firm emphasizes creating personalized investment plans and maintaining strong relationships between clients and advisors. Self-described as having over 50 years of experience in the financial services industry.

Castle Rock Wealth Management

Castle Rock Wealth Management, LLC | 32 followers on LinkedIn. Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. To that end, our team helps individuals and their families, business owners and other professionals preserve, build, and access their wealth. We use a process that builds an investment strategy on a solid foundation of clear financial goals and objectives.

Managing Partner at Castle Rock Wealth Management, LLC

Mark Bertoli, CFP AIF

President/Founder at Castle Rock Wealth Management, LLC

James B. Luippold

Chief Compliance Officer Castle Rock Wealth Management LLC

Jennifer Rose

Financial Advisor --Specializing in Helping Others Retire with Confidence

Willard Folsom

Castle Rock Wealth Management, LLC

Castle Rock Wealth Management helps individuals, families, and business owners manage their wealth through tailored investment strategies and financial planning.

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Castle Rock Wealth Management