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At Castlepoint, we specialize in crafting personalized investment strategies to help clients achieve their financial goals. As an independent firm, our advisors focus on guiding individuals with over $2 million in liquid assets, whether inherited or accumulated over time. What unites our clients is their shared aspiration for a rich and fulfilling life.
At Castlepoint, we believe every client is unique and deserving of a handcrafted financial strategy designed specifically for their current needs and long-term goals. With over 70 years of experience and a track record of partnering with 12,000 companies across 45+ countries, we bring a wealth of knowledge and a global perspective to every relationship.
We accomplish this by building enduring relationships based on trust, transparency, and results. It is our pleasure to be able to advise and work with you in every area of your financial life.
Wealth management means tackling all of your wealth-related issues in a coordinated way, which increases the likelihood that you’ll achieve your goals.
Castlepoint employs a comprehensive set of services that help articulate and make progress toward your financial and personal objectives.
As stewards of our clients’ wealth, we are passionate about helping people reach their financial goals so they can savor the notes of an abundant life.
