What We Offer
Personal Financial Planning
Why Choose Us
WEALTH MANAGEMENT FOR INDIVIDUALS, FAMILIES & COMPANIES
Fee-Only Fiduciary Financial Planners
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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.
Dedicated Client Care, Built In
Castle Wealth Management is one of 1,000 asset management firms worldwide that adhere to the CFA Institute’s Asset Manager Code of Professional Conduct
What is CFA?
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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.
We are compensated strictly through your fully disclosed fees, refusing commissions or any other misaligned third-party incentives.
We seek the lowest-cost investment solutions among those that best meet your goals (others offering non-fiduciary advice are not similarly obligated).
Our Account Review Committee meets on a weekly basis to review individual portfolios’ performance.
Why Choose Castle
Our management team has extensive experience serving as investment advisers to wealthy families and individuals.
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.
We reinforce our commitment by really listening and gaining an in-depth understanding of specific circumstances before making recommendations.
It is our policy to respond to all client correspondence in a prompt manner. Our team places a premium on client interaction.
We are able to focus our attention on the client because we have made a conscious decision to have fewer families per adviser.
Our clients know they can rely on us for all of their investment needs, large or small, business or personal.
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