Financial Planning

Personalized Financial Planning

At Castle Wealth Management, our firm’s tagline is “Fortify Your Family’s Future,” which greatly reflects our approach to financial planning. From our roots working with professionals who wanted to be taught how to take care of themselves and their families, we’ve expanded our services over time to become a partner who you can call when a financial question comes up.

Our financial planning services have expanded from investment management to experience in charitable-giving strategies, special-needs trusts for disabled children and adults, college planning, financial aspects of divorce, and elder-care issues that arise for our clients and their families.

We lean on our background in tax planning (our managing member is also a CPA) and assist many small business owners and professionals such as doctors and lawyers. The majority of our clients are women, and we do welcome many LGBT clients.

Join Hundreds of Families who Trust Us with Financial Planning

Castle Wealth Management has been privileged enough to work with more than 100 families from varying backgrounds, helping them all to set goals and plan legacies. We currently have more than $300 million in assets under management and will coordinate with your CPA, attorney, or other professional that helps to plan important financial aspects of your life.

What will a Financial Plan do for You?

As your financial planner, we will help you outline an achievable spending plan to reach your goals. We will also help you decide how your current financial situation will be affected by your retirement plans, consider how changing markets can affect your plan, and stand by you when life throws changes that have an influence on your plan.

We take a holistic approach in designing a financial plan and include the following complimentary services as needed:

  • Asset Protection
  • Divorce Planning
  • Special Needs Planning
  • Wealth Transfers
  • Retirement Planning
  • Spending Plans
  • 529 Planning

Fortify Your Future: Schedule Your Consultation Today

Our goal is to provide personal service coupled with current and experienced financial knowledge. We navigate the course for our clients to follow. A well-diversified portfolio, a long-term investment horizon and a documented plan enable our clients to reach their goals.

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