Company description
Castle Wealth Management is a Registered Investment Advisor firm, acting as your fidicuary, providing cost-effective investment solutions and financial planning services on a fee-only basis.
In contrast to traditional broker/dealer relationships, as a Registered Investment Advisor firm, we are required to always act as your fiduciary, strictly serving your best interests. We are compensated strictly through your fully disclosed fees, refusing commissions or any other misaligned incentives.
More details
- Services
- Retirement planning, Financial planning, Inheritance planning, Investment planning, College planning (529 Plans)
