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Stonecastle Consulting

EST. AUM
$500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area Hartford
CRD Number
Website stonecastleconsulting.com
Client types

Overview

Stonecastle Consulting is a Connecticut-based wealth advisory firm that delivers comprehensive financial planning and investment management services through Private Advisor Group while operating under LPL Financial. The firm offers a broad suite of offerings — from retirement-income planning and tax-efficient investing to education savings, insurance solutions, and estate planning. Stonecastle serves individuals and small businesses, helping them manage retirement plans, preserve wealth, and optimize long-term financial security. With a team of experienced advisors and support staff, Stonecastle aims to provide personalized, goal-oriented guidance tailored to each client’s circumstances.

Platform Details

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Alternative Activity

Address

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

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