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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Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.