Castle Rock Wealth Management LLC is a privately owned money management firm based in Walnut Creek, CA with additional offices in Sacramento and Modesto, California. Castle Rock provides wealth management, advisory services, comprehensive financial planning and registered investment advisory platforms.

Private Client Services (PCS) is a nationally recognized Broker Dealer, Member FINRA/SIPC. PCS provides securities trading, fixed income, mutual funds and other investment options.  PCS Clears through Pershing, LLC. Member FINRA/SIPC.


Please remember, intelligent financial planning and astute money management is:

  • Not a rigid blueprint but an ongoing strategy session

  • Knowing that as situations change, so must your tactics

  • Acknowledging there will always be uncertainty in forecasting

  • Staying on top of and engaged in the process