A complete list of active advisors currently associated with Castlepoint Wealth Advisors

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

Castlepoint Wealth Advisors provides wealth management and investment advisory services to individuals, high‑net‑worth families, trusts, charitable organizations, corporations, and participant‑directed retirement plans. Services described in the brochure include comprehensive financial planning (investments, retirement, estate, tax and insurance planning), ongoing discretionary portfolio management and 401(k)/retirement‑plan consulting, and an option for clients to engage an independent CPA for individual tax return preparation (the firm pays Meier & Barrus’ fee for clients who elect that service). The firm’s investment approach emphasizes broad global diversification and modern portfolio theory, and it states a preference against traditional active stock‑picking and market‑timing; portfolios are implemented with mutual funds, ETFs, selected individual securities, and occasional sub‑advisers, with regular rebalancing and quantitative optimization. Castlepoint manages accounts primarily on a discretionary basis and charges asset‑based fees, and its use of custodian investment programs and institutional share classes may limit fund universes and give rise to revenue‑sharing considerations such as 12b‑1 conflicts. A few features the brochure highlights as uncommon for peers include the firm’s use of client testimonials in advertising and the provision of firm‑paid tax‑preparation services through an independent CPA. The brochure also discloses a material relationship with Fields and Futures—donations and advisory services to that endowment while managing the founder’s family accounts—which it identifies as a potential conflict of interest; overall, the firm manages several hundred client relationships and over $700 million in assets, reflecting a client base concentrated in larger accounts.

To learn more about the advisors currently working at Castlepoint Wealth Advisors, 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.