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

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

Castle Wealth Management serves high‑net‑worth families, individuals, businesses, trusts, and charitable entities with customized wealth management and comprehensive financial planning. The firm provides ongoing investment supervisory services and portfolio management, including access to mutual funds, ETFs, separate account managers, variable annuities, 529 plans, and alternative investments. Castle structures client relationships around a written investment policy statement and uses asset‑allocation analysis (including a modern portfolio theory‑based tool) to build diversified portfolios on a discretionary or non‑discretionary basis. Portfolio oversight is periodic and committee‑driven, with an emphasis on tax‑aware management and adherence to professional standards such as the CFP Board and the CFA Asset Manager Code. Distinctive features include a formal affiliation with a public accounting firm that has historically generated referrals and participates in committee and consulting roles within the firm, and the firm’s role as a sponsor/manager of wrap fee programs, where it manages wrap arrangements alongside its standard advisory services. Castle also operates a committee‑approved private alternative investments process with investor eligibility criteria and billing practices that rely on fund‑provided or estimated valuations, which can affect reporting and reconciliation.

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