A complete list of active advisors currently associated with Blue Castle Wealth

Warmer can help you find a great advisor at Blue Castle Wealth or one who fits your needs even better.

Blue Castle Wealth provides wealth management and financial planning to individuals, families, small businesses, and certain high-net-worth and institutional clients such as charitable organizations and corporations. Services include discretionary investment management and integrated financial planning as part of ongoing relationships, as well as standalone and project-based planning engagements. The firm’s investment process draws from multiple methods of analysis — including fundamental, technical, cyclical, and charting techniques — alongside Modern Portfolio Theory, and it employs both passive and active vehicles. Portfolios are built around client-specific asset allocation targets and considerations such as tax efficiency, liquidity, and strategic beta factors, with accounts generally managed on a discretionary basis. Distinctive aspects disclosed in the brochure include an outside-business affiliation: the firm’s owner is a partner in Leet Brothers Investments, LLC, a separate real estate investment company (the firm states it receives no compensation from that entity). The firm also reports a relatively small client base and emphasizes services for business owners and project-based planning, which may indicate a more relationship-focused and business-oriented practice than many peers.

To learn more about the advisors currently working at Blue Castle Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.