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

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

Castle Island Wealth is a registered investment adviser that serves individual and high-net-worth clients as well as charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, pension consulting, and single-topic financial consulting. The firm manages roughly $117 million in client assets and also provides advisory oversight for approximately $305 million in client assets held at unaffiliated custodians. Investment advice is delivered largely through model portfolios and third‑party money managers; the firm monitors accounts regularly and may customize allocations but does not perform quantitative or qualitative analysis of individual securities in-house. It advises and trades across a broad set of instruments — including mutual funds, ETFs, REITs, structured products, PIPEs, options, margin and short sales — and conducts account reviews at least quarterly. Noteworthy features include a formal service for ‘‘held‑away’’ assets where the firm accepts view‑only access, does not exercise trading discretion over those assets, and invoices for oversight rather than deducting fees directly from the held-away accounts. The firm discloses an affiliation with a certified public accounting practice whose referrals involve associated-person compensation, and it generally requires use of a designated custodian (with potential minimum account requirements, sometimes waived).

To learn more about the advisors currently working at Castle Island 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.