When you work with us, no question is too big or too small - we are your on-call resource for all of your financial questions. You can be confident in knowing that our staff has the credentials and experience you can trust. Our certifications include CPA/PFS, CFP, CFA, and CDFA. We put our expertise to work for you as fiduciaries, getting paid only by you and receiving no commissions.
Castle Wealth Management provides wealth management services for individuals, families, and businesses. Our financial planning services reflect our tagline to "Fortify Your Family's Future, " with services ranging from investment management, college planning, divorce planning, elder-care issues and more.
Castle Wealth Management provides wealth management services for individuals, families, and businesses. Our financial planning services reflect our tagline to "Fortify Your Family's Future, " with services ranging from investment management, college planning, divorce planning, elder-care issues and more.
Services
As our client, you will benefit from a collaborative relationship that addresses-and anticipates-your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate. We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.
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.
I have always enjoyed helping people. I started my business career in New York City where I worked for a large international accounting firm and then two large financial services companies. It involved long hours of challenging, technical and financially oriented work with major companies where I obtained a great deal of valuable experience.
Most people wouldn't dare to go without health insurance for fear of catastrophic financial consequences, yet so many fail to protect their assets from the countless other situations that could have the same result. Without the right planning, an unforeseen event could wipe out everything you've worked so hard to accumulate, just like a medical emergency could drain your savings if you don't have health insurance.
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.
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