OUR STORY
Investing in the Future
Great investing advice means understanding investors’ hopes, dreams, and ideals to find out what really matters. It doesn’t just focus on the finish line—it focuses on the journey. Castle Rock W.M has been empowering investor success since 1988, and we’ve seen firsthand how great advice can help people reach their goals.
A Financial Consulting Firm that’s ready to deliver tailored solutions on time.
BUSINESS STRATEGY
Focus
Partnership
Creative
Solutions
We form long-term partnerships with talented and motivated entrepreneurs, managers, colleagues and investors to achieve common goals.
Our thoughtful and flexible approach allows us to develop creative solutions that meet the needs of the vast variety of our global clients.
Value-Add
Approach
We apply our team's deep experience and relationships to add value to businesses while working alongside our management teams.
TRADING SERVICES
Years
We are
committed
We are committed to helping active traders around the globe get an edge in today's fast moving markets. That’s why we offer insightful tools and services that help make smart decisions for your investment. Utilizing trading vehicles such as American Standard Options
Comprehensive and timely data fuels our research. Our global Database is one of the largest, but the real power is in the standards we apply to ensuring its quality.
As a Private Client, you'll enjoy a personal relationship with a team of professionals dedicated to serving International investors. It's designed for the client who seeks a combination of ongoing advice, personal attention, and superior client service.
We're independent thinkers
Details matter when it comes to investment decisions. That's why our fiercely independent analyst ask the tough questions. We look at investments with unshakeable standards, and we call it lik ewe see it.
building a brighter future for investors
We tirelessly pursue new ways to combine our data and research with design and technology to help solve investor's problems. Our solutions pave the way for investors to reach their goals with confidence.
we simplify complexity
People don't just want financial information - they need to be able to understand it. We use elegant design to communicate complicated ideas.
CASTLE ROCK PORTFOLIO
Who We Work With
HERA
A Terrific Partnership
AXES
Mutual Vision
VOLVE
Collaboration Done Well
SOVIX
A Terrific Partnership