Financial Planning


We are committed to providing comprehensive financial planning designed with your unique needs in mind. Our mission is to answer our client’s financial questions in an approachable and easy to understand manner. 

If you are interested in learning more about a service offered, please contact us to set a complementary initial meeting.

Wealth Management


Castle Wealth Advisors is a hybrid registered investment advisor.  We have a structure which allows us to customize the way we work with individuals and small businesses.  We will build your custom plan and then help you to implement the investment strategies either on a fee basis or commission basis.  Our structure allows us to fully serve our clients with the an efficient investment method and lineup.
 

Customized Planning

 
We don't believe in cookie cutter planning or investment strategies. We know each client, situation, and circumstance is different. We believe in building individualized plans that reflect the uniqueness of each investor.  Whether you are starting out, growing a family, or transitioning to retirement, our team is knowledgable and experienced to help customize your plan.