Castle Island Wealth

Kevin Mccluskey is a financial advisor at Castle Island Wealth with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Castle Island Wealth since 2016, with prior experience at Raymond James & Associates. Mccluskey serves as a member of the Investment Advisory Committee to the Town of Palm Beach, reviewing pension fund investments. Castle Island Wealth is a registered investment adviser that serves individual, high-net-worth, and charitable clients, providing portfolio management, financial planning, and pension consulting. The firm manages approximately $117 million in client assets and offers advisory oversight for an additional $305 million held at unaffiliated custodians, utilizing model portfolios and third-party money managers across a broad range of investment instruments.

Alexia McCluskey is a financial advisor at Castle Island Wealth with 11 years of industry experience. She holds the Series 65 designation and has worked previously at Global Trust Asset Management, LLC and Nowlen, Holt & Miner, P.A. In addition to her advisory role, she is a Partner and Founder of Brescia McCluskey, LLC, a public accounting firm specializing in tax and accounting services. Castle Island Wealth serves individuals, including high-net-worth clients, and charitable organizations, managing approximately $121 million in client assets. The firm offers portfolio management, financial planning, and pension consulting, employing both in-house and third-party investment strategies with a focus on tailored client objectives and risk tolerances.

Jack Mccluskey is a financial advisor at Castle Island Wealth with one year of industry experience. He holds a Series 65 designation and has prior work experience at the Crummer School of Business at Rollins College, Rollins College, and The Benjamin School. Castle Island Wealth is a registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations, managing approximately $121 million in assets. The firm provides portfolio management, financial planning, and pension consulting, employing a range of investment strategies including both long- and short-term trading, derivatives, and alternative instruments.

William Urquhart is a Series 65-licensed financial advisor with 24 years of industry experience. He is currently with Castle Island Wealth, where he has worked since 2025. Prior to joining the firm, he spent 16 years at Florida Atlantic University and 24 years at Longhorn Investments, Inc. Outside of advisory work, he owns a CPA practice providing tax and accounting services and prepares approximately 150 tax returns annually. Castle Island Wealth serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm manages about $117 million in client assets and provides advisory oversight for an additional $305 million held at unaffiliated custodians.

Lauren Bellomo is a financial advisor at Castle Island Wealth in Palm Beach Gardens, FL, holding a Series 65 designation. She has been with Castle Island Wealth since 2026 and has five years of experience running Bellomo Tax and Accounting Services LLC. Prior to that, she worked at Branstetter Tax and Accounting Services LLC for five years. Castle Island Wealth is a registered investment adviser serving individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management, financial planning, and pension consulting, managing a combined total of approximately $422 million in client assets including held-away accounts under advisory oversight.