Castle Wealth Planning provides asset management and financial planning services to individuals, families and small businesses.
Castle Wealth Planning provides asset management and financial planning services to individuals, families and small businesses. As an independent, fee-only financial planning firm, Castle Wealth's primary obligation is its fiduciary duty to the client. We do not sell commission-based products and we are bound to act in the best interest of the client and provide unbiased advice.
We take a personalized approach to both asset management and financial planning. Significant time and energy is used up front to learn about the client's financial and life circumstances in order to create an integrated investment, retirement, tax, insurance and estate profile. Once we meet with a client and determine an appropriate asset allocation, their assets are actively and continuously managed. We also strongly believe in an ongoing review of overall financial planning needs and we do so annually or as circumstances dictate.
Castle Wealth conducts its own stock and mutual fund research. All investment decisions are made at Castle Wealth and we are aware at all times of which securities are in a client's portfolio and the reason they were purchased. Financial planning is not provided using off-the-shelf financial calculators, but proprietary models developed at Castle. Clients will receive the Castle Market Newsletter 8 times a year with an analysis of world economies and stock markets as well as featured investment and financial planning topics.
Collaboration with peers in other financial disciplines is important to us. Our goal in every client relationship is to work in partnership with their other professional advisors such as accountants and estate attorneys. In addition, we have created the Castle Investment Roundtable, a select group of financial professionals who meet to discuss geopolitical events with the objective of identifying attractive stocks. Members include Castle's founder and other professionals with Wall Street, hedge fund, insurance and entrepreneurial backgrounds. Castle also has a relationship with a fee-only insurance planning firm to help deliver unbiased insurance advice to clients.