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Joshua S. Davis, CFP®

Castle Wealth Management

1400 Centrepark
Suite 900
West Palm Beach, FL 33401
Phone: (561) 686-9604

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth
  • Personal Taxes

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.