“I am a retired attorney and a sculptor. Castle wealth Management has been my financial advisor for almost 20 years. They have always done excellent work investing in a controlled, diversified manner, protecting principal, while promoting appreciable earnings, sometimes utilizing asset classes I never would have found on my own.Like many retirees, I want to know that my wife and I will not outlive our assets, and that we will be able to maintain the life style we have projected for ourselves. To help, Castle Wealth Management runs a complex algorithmic analysis of what can safely be spent considering essential needs, discretionary expenses, projected investment returns, tax consequences, inflation estimates and estate considerations. Based on Castle Wealth's research and analysis, I have a high level of confidence in what they and we have projected for ourselves. This is extremely reassuring.Castle wealth Management is a small firm where the expression "We really care about our clients," is more than a slogan. My advisors, Christina and Lori, are fully aware of those matters of my wife's and my situation relevant to their investment decisions and projections. The firm has periodical reviews of client information and investments, yearly in person reviews and are always caring, available and prompt as any situation demands.“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“I am a retired attorney and a sculptor. Castle wealth Management has been my financial advisor for almost 20 years. They have always done excellent work investing in a controlled, diversified manner, protecting principal, while promoting appreciable earnings, sometimes utilizing asset classes I never would have found on my own.Like many retirees, I want to know that my wife and I will not outlive our assets, and that we will be able to maintain the life style we have projected for ourselves. To help, Castle Wealth Management runs a complex algorithmic analysis of what can safely be spent considering essential needs, discretionary expenses, projected investment returns, tax consequences, inflation estimates and estate considerations. Based on Castle Wealth's research and analysis, I have a high level of confidence in what they and we have projected for ourselves. This is extremely reassuring.Castle wealth Management is a small firm where the expression "We really care about our clients," is more than a slogan. My advisors, Christina and Lori, are fully aware of those matters of my wife's and my situation relevant to their investment decisions and projections. The firm has periodical reviews of client information and investments, yearly in person reviews and are always caring, available and prompt as any situation demands.“