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Castle Wealth Group

EST. AUM
$106,793,526

CONTACTS

CLIENT ACCOUNTS
486

Firm Details

Metro area Charlotte
CRD Number 342075
Website castlewealth.com
Client types

Overview

Castle Wealth Group is an independent wealth management and financial planning firm that specializes in serving high-net-worth individuals, families, and business owners. The firm provides personalized investment management, retirement planning, estate planning, tax strategies, insurance planning, and wealth transfer services through a fiduciary, goals-based approach focused on preserving and growing long-term wealth.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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