At Castle Wealth Group
We believe in treating every client like family—because financial planning should feel personal, not transactional.
Our goal-based strategies are designed to support what matters most to you, whether that’s protecting your loved ones, building long-term wealth, or preparing for life’s unexpected turns.
With decades of combined experience across financial services, insurance, education, and military service, our team brings both technical expertise and a deep sense of purpose to every client relationship. We offer a wide range of planning services, including investment advisory, retirement plan design, risk management, and estate preservation strategies.
Our process starts by getting to know you—your goals, your values, and your vision for the future. From there, we build a personalized plan that adapts as your life evolves. And because life doesn’t always go according to plan, we’re here to provide steady guidance through every season.
We’re not just here to manage assets—we’re here to help you create a life of financial confidence and clarity, for yourself and the people you care about most.
Our Guiding Values
Let’s Build Something That Lasts
Whether you're planning for tomorrow or navigating change today, we're here to guide you with care, clarity, and a plan tailored to your goals.
