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

Castle Wealth Management is one of more than 1,400 asset management firms worldwide that adhere to the CFA Institute’s Asset Manager Code of Professional Conduct

What is CFA? Look Us Up
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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