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

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

Castle Wealth Group provides discretionary asset management, retirement-plan fiduciary services and financial planning and consulting to advisory clients, including employer-sponsored retirement plans. The firm documents a defined service menu that includes ongoing portfolio management, ERISA 3(21) and 3(38) plan services, and delivered financial plans, and reports $106,793,526 in discretionary assets under management. Castle typically manages client portfolios on a discretionary basis using fundamental, quantitative and qualitative analysis to establish asset allocation and security selection, and it may engage Sub‑Advisors to implement model strategies and execute trades. Financial planning uses a six-step process with written recommendations, periodic delivery timelines, and account reviews performed at least quarterly, with ongoing check‑ins for planning clients. What is distinctive in the brochure is the firm’s plan focus and affiliated insurance activity: investment adviser representatives are licensed insurance agents affiliated with Castle Insurance Group, LLC and spend roughly 10% of their time on insurance activities (a disclosed conflict of interest), and the firm expressly provides participant education and group enrollment meetings as part of its ERISA services. The brochure also discloses use of Sub‑Advisors (and receipt of a portion of Sub‑Advisor fees) and states that Castle does not vote proxies for client accounts, leaving proxy voting to clients.

To learn more about the advisors currently working at Castle Wealth Group, 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.