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Castle Wealth Management

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    What We Offer

    WE HELP YOU TO MAKE SOLID FINANCIAL DECISIONS
    We are your on-call resource for your financial questions.
    WE WORK IN YOUR BEST INTEREST
    We help you put together a individualized financial plan and then we monitor and review it to assist you in reaching your goals.
    WE ARE EXPERIENCED INVESTMENT MANAGERS
    Our staff has credentials and experience (CPA/PFS, CFP & CFA). We put our experience to work for you, as fiduciaries, getting paid only by our clients, receiving no commissions.

    Business  Structure

    Dedicated Client Care, Built In
    1
    Fiduciary
    In contrast to traditional broker/dealer relationships, as a Registered Investment Advisor firm, we are required to always act as your fiduciary, strictly serving your best interests.
    2
    Fee-only
    We are compensated strictly through your fully disclosed fees, refusing commissions or any other misaligned third-party incentives.
    3
    Cost-effective
    We seek the lowest-cost investment solutions among those that best meet your goals (others offering non-fiduciary advice are not similarly obligated).
    4
    Investment Process
    Our Investment Committee meets on a weekly basis to review individual portfolios’ performance.
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    how we work

    Experience
    Our management team has extensive experience serving as investment advisers to wealthy families and individuals.
    Relationships
    Our continued success is a direct result of the relationships we build with our clients. We are devoted to helping our clients achieve financial success.
    Understanding
    We reinforce our commitment by really listening and gaining an in-depth understanding of specific circumstances before making recommendations.
    Communication
    It is our policy to respond to all client correspondence in a prompt manner. Our team places a premium on client interaction.
    Focus
    We are able to focus our attention on the client because we have made a conscious decision to have fewer families per adviser.
    Reliability
    Our clients know they can rely on us for all of their investment needs, large or small, business or personal.

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