Castle Wealth Advisors, LLC pulls together the services of our three separate companies in order to provide tax and financial management decisions tailored to each specific family. Each of our clients work with a knowledgeable financial advisor who has a team of experts backing him up, and we typically design specific financial blueprints to cover multiple generations for each family that we work with.
Helping business owners over the last 40 years has become an important part of our continued services. In 2018, Castle Wealth Advisors celebrated Gary Pittsford's 45th year in business with a Q&A program about what he's learned.
Helping business owners over the last 40 years has become an important part of our continued services. In 2018, Castle Wealth Advisors celebrated Gary Pittsford's 45th year in business with a Q&A program about what he's learned.
Services
Castle Wealth Advisors, LLC combines three companies: Castle Financial Group(R), Castle Investment Advisors(R) (the SEC registered advisory firm) and Castle Valuation Group(R) to provide comprehensive personal and business financial services. We only charge consulting or investment fees that are paid by our clients, thus we are a comprehensive fee-only financial consulting firm.
The relationships the Castle Wealth Advisors(R) team has with our clients goes beyond numbers to a personal understanding of the clients themselves and what those numbers mean to them. Every family we work with knows that the strategies we put together are designed for their specific needs.
Each Castle Wealth advisor is backed by our in-house team of experts who work every day to design and update financial blueprints and help our clients meet the financial goals they set for themselves and each generation of their family.Because relationships are a two way street, and we spend a lot of time delving into the details of our clients' lives, we thought you might like knowing a little about us as well.
Each Castle Wealth advisor is backed by our in-house team of experts who work every day to design and update financial blueprints and help our clients meet the financial goals they set for themselves and each generation of their family.Because relationships are a two way street, and we spend a lot of time delving into the details of our clients' lives, we thought you might like knowing a little about us as well.
The family office has been an American institution for more than 100 years. When the wealthy grew their companies during the Industrial Revolution, many - most notable the Rockefeller and Carnegie families - protected their wealth by establishing trusts. And they hired a talented, full-time staff to manage their wealth.
Castle Wealth Advisors(R) and our three separate companies work together to help business owners with business valuations, developing business succession plans within the family, developing business succession plans outside the family, minimizing income taxes when selling a family business, reviewing documents with your attorney and accountant, preparing detailed business transition reports, and estimating retirement income.
In the 1970s the term fee-only was coined by a few advisors in the country who had established consulting firms that received no commissions for any recommendations they made. In the early 1980s, the concept of fee-only financial planning grew rapidly, and during those years insurance companies and brokerage firms decided to coin their commission-based compensation as "fee-based financial planning."
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