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 comprehensive financial planning to individuals, high-net-worth families, trusts, charitable organizations, corporations, and participant-directed retirement plans. Services include discretionary investment management, retirement-plan consulting, coordination with clients’ other professionals, and the option to engage independent tax-preparation services through Meier & Barrus, Inc. The firm’s investment approach emphasizes strategic asset allocation and modern portfolio theory, favoring broad global diversification and long-term investor discipline over stock picking and market timing. Castlepoint deploys mutual funds, ETFs and selected individual securities, uses sub‑advisers and third‑party research, and performs ongoing portfolio supervision and rebalancing while acting as a fiduciary for retirement accounts. Noteworthy disclosures in the brochure include the firm’s use of client testimonials in its advertising and its practice of facilitating tax-preparation services with Meier & Barrus, Inc., with the firm paying that CPA’s fees for clients who elect the service. The firm also discloses a relationship with the nonprofit Fields and Futures—providing donations and advisory services to its endowment while managing related family accounts—which it identifies as a potential conflict of interest.

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.