Castle Rock Wealth Management, LLC

Happy national dog day to Otis! Our official Castle Rock Greeter in training!

Have a happy, safe and sheltered in place St. Patrick’s day! Let’s do our part to keep our family, friends and neighbors healthy!

Message to our valued friends, clients and neighbors.

Last night we celebrated our CRWM family! Thankful for all of these wonderful people who make it all happen! Happy holidays!!!

Our Castle Rock Wealth Management Team would like to wish you, your family, friends and neighbors a happy and safe Thanksgiving!

Otis Luippold has completed his first week as CGO (Chief Greeting Officer)! He has been such a wonderful addition to our Castle Rock Team! Come by and see him at our Walnut Creek location!

Our bay area team and families! This is how we make it all work! CRWM Family day at Oracle! GO Giants!!!

Wishing all the Father’s, Step-Father’s, Friends who are like Father’s and Moms who are also Dad’s a wonderful Father’s day!!!

Our special office helper this week was Walter! He brought so much joy to the Castle Rock Team this week!