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.


Check out our profile on investor.com

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.

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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
Investment
Diversity
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.

  • Fiduciary
  • Compensation
  • Solutions
  • Performance
Fiduciary

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.

Compensation

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!

Solutions

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.

Performance

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:


Financial planning

Retirement income planning

Estate planning

Tax planning

Business succession planning

Intergenerational wealth transfer

Philanthropy

College fund planning

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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