Investment Management & Financial Planning
Pursue Peace of Mind


Our Philosophy

Mark B. Bertoli CFP®/Castle Rock Wealth Management LLC was founded on the principle that relationships matter. Our relationship is with you, our client. As a result, our allegiance is to you, and not to a financial company or investment firm. We are independent advisors and fiduciaries. Companies and investments come and go. Relationships, if they are good ones, last a long time. In our view, a strong relationship is built on meaningful communication and effective strategies which protect your interests.


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