CASTLE WEALTH PLANNING

Castle Wealth Planning provides asset management and financial planning services to individuals, families and small businesses... Collaboration with peers in other financial disciplines is important to us. Our goal in every client relationship is to work in partnership with their other professional advisors such as accountants and estate attorneys. In addition, we have created the Castle Investment Roundtable, a select group of financial professionals who meet to discuss geopolitical events with the objective of identifying attractive stocks. Members include Castle's founder and other professionals with Wall Street, hedge fund, insurance and entrepreneurial backgrounds. Castle also has a relationship with a fee-only insurance planning firm to help deliver unbiased insurance advice to clients.

Also known as: Castle Wealth Planning, LLC

Primary location: Santa Barbara United States