Experience

Castle Wealth Management

• United States
• Investment Management
• 1 - 100 Employee

• Managing Member, Firm Founder, CPA/PFS, CFP, CFA

  • Oct 1997 - Present

  West Palm Beach ,FL 33401 Founder of Firm which is the longest running Women Founded RIA in West Palm Beach area. Our main target client groups include: Women, Small Business Owners (including many Health Care Professionals), High Net Worth Families and their Family Legacies, and Foundations. What sets our firm apart: • Over 50 years of combined experience to serve you • We take the time to offer education to our clients about our services • Focus areas include: charitable… Show more Founder of Firm which is the longest running Women Founded RIA in West Palm Beach area. Our main target client groups include: Women, Small Business Owners (including many Health Care Professionals), High Net Worth Families and their Family Legacies, and Foundations. What sets our firm apart: • Over 50 years of combined experience to serve you • We take the time to offer education to our clients about our services • Focus areas include: charitable giving, special needs trusts, college planning, elder care • Tax planning issues for small business owners and physician clients • We understand the needs of the LGBT community • Our retired clients know they have a plan in place to make them feel secure FOCUS: CPA, Fiduciary, Certified Public Accountant, PFS, Personal Financial Specialist, CFP, Certified Financial Planner, Small Business, Women Owned Business, Wealth Management, Tax Planning, LGBT Financial Planning, Elder Care Planning, Widows & Widowers, Legacy Planning, Healthcare Professional Financial Services Show less



Elise M Besthoff Charitable Foundation

• President

  • 2006 - Present

  Supports causes in Floirda, New Orleans and New York. We seek to primarily support causes our Founder, Ms. Elise Besthoff supported. We have given support to the Reece School in NYC, the New Orleans Museum of Art, as well as the Touro Infirmary in New Orleans and the Norton Museum of Art in Florida. Recently, we just finished a grant to the Scripps Research Institute to support Autism Research.



CFA Society of South Florida

• United States
• Financial Services
• 1 - 100 Employee

• Past President and Past Board Member

  • Jul 2016 - Jul 2023

  South Florida United State