WHY CHOOSE CASTLE WEALTH MANAGEMENT
OUR FIRM
At Castle Wealth Management, we understand the unique challenges that come with managing wealth. For more than two decades, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.
We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution.
By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.
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Established
Founded in 1997, Castle Wealth Management has been a trusted financial partner for more than 20 years.
Staff
Our team comes from a varying degree of financial and investment backgrounds and is devoted to achieving financial success.
Experience
Our team has a wide variety of experience managing the accumulation, growth, preservation and distribution of wealth.
Assets Under Management
With more than $400 million in assets under management, we are a trusted partner that seeks to understand each client and their goals.
The Best Of Both Boutique And Large Firm Advantages
OUR GOAL
Our goal is to provide personal service coupled with current and extensive financial knowledge. We navigate the course for our clients to follow. A well-diversified portfolio, a long-term investment horizon and a documented plan enables our clients to reach their goals.
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.
Why Clients
Choose Us:
Objective Advice
Transparent Reporting (performance, fees)
Tax-Efficient Portfolio Management
Multi-Disciplined Team
Business Structure
We Commit To The Idea Of Service
Castle Wealth Management is one of only 1,100 asset management firms worldwide that adhere to the CFA Institute’s Asset Manager Code of Professional Conduct.
In contrast to traditional broker/dealer relationships, as a Registered Investment Advisory firm, we are required to always act as your fiduciary, strictly serving your best interests. What does this mean for you? The ultimate peace of mind in knowing your finances are in trusted hands.
We are compensated strictly through your fully disclosed fees, refusing commissions, or any other misaligned third-party incentives. We work for you – and only for you!
We will always have your best interest in mind, finding investment solutions that not only work the best for you but are aimed towards meeting your financial goals. Other financial planners that offer non-fiduciary advice are not obligated to provide the best solutions for your needs.
Our Account Review Committee meets weekly to review a rotating group of individual portfolios. You can feel secure knowing your investments are closely monitored and adjusted to give you the best performance possible. Learn More
INSTITUTIONAL
THINKING FOR
INDIVIDUAL INVESTORS
Powerful & Easy
Deep
Understanding
Before we invest any money for a client, we first determine the client’s goals, tolerance for risk, and time horizon. We measure these factors against our extensive knowledge of investments. Only then do we consider asset allocation and diversification.
Fast & Efficient
Disciplined Portfolio Construction
Based on the specifics of each client’s situation, we provide exposure to an appropriate mix of traditional and nontraditional assets. We also seek to provide diversification within each asset class—across sectors, industries, and countries.
Ground Breaking
Rigorous
Monitoring
When implementing a client’s investment strategy, we use a well-researched set of investments that have been thoughtfully chosen to construct the optimal portfolio. Once the portfolio is in place, we monitor it regularly and make changes as appropriate.
OUR DIFFERENCE
Recognizing that no two clients are alike, we take the time to listen—and to understand—your particular circumstances, goals, and aspirations. This understanding serves as the basis from which we develop an integrated plan that addresses every facet of your wealth. Our comprehensive approach is designed to create a plan that achieves your near- and long-term goals.
When crafting an integrated wealth management plan, we draw on our expertise in the following areas:
FACTORS TO CONSIDER WHEN SELECTING A WEALTH MANAGEMENT ADVISER
The firm you choose not only will have access to intimate detailed information regarding your personal finances, but also will be the adviser entrusted to manage your financial future. Make sure, when choosing, your adviser has:
1: Strong Ethics
The integrity of your adviser is of the utmost importance. It is essential that you can be confident that your interests will always come first.
2: A Global Perspective
In an ever-changing global economy, your adviser needs to have the resources and expertise to identify investment opportunities both domestically and abroad.
3: Knowledge and Experience
Managing your wealth is about much more than picking investments; it requires an understanding of economics, corporate finance, asset valuation, and portfolio construction and management.
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