Millennial and many young investors’ are putting off getting married and settling down young like other generations. Instead they are opting to travel, continue their education; and many are starting their own businesses. 

When we started Castle Wealth Management LLC, we recognized that the larger firms overlooked many Millennial and young investors.  Additionally, we found that these large financial institutions can fell unapproachable and clunky to younger investors

We decided to make the process of obtaining solid financial planning/ advice less intimidating to young investors, by:

  • Helping them to feel empowered and educated on topics impacting their financial well being
  • Make the process of opening accounts simpleCreate easy access to view accounts
  • Provide flexible meeting options (virtual or face to face)