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Recent Articles From Castlepount Wealth Advisors

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Jake Weatherford
Jake Weatherford
28 posts
Jake Weatherford is a partner and wealth advisor whose primary focus is to provide client investment advice and implement the firm’s financial planning strategies.
Kian Rahmanzadeh
Kian Rahmanzadeh
1 posts
Kristen Buchman
Kristen Buchman
6 posts
Ted Creegan
Ted Creegan
2 posts
The Castlepoint Team
The Castlepoint Team
50 posts
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Back 2 Basics: Life Insurance Needs Analysis

If you’ve ever wondered how much life insurance you need,

2022 Portfolio Performance and the Future of Social Security

As we continue to march into a new year, Castlepoint

6 Tips for High-Income Earners with a 401(k)

Many companies offer a 401(k) as a retirement savings plan.

Financial Planning Journey with Ansel Jeffries

Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with

College Student Summer Savings Options

If you know a college student looking for ways to

The Advantages of Backdoor Roth IRA Conversions

401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement

Where Does Cryptocurrency Fit in My Portfolio?

Cryptocurrency has become an exceedingly popular investment vehicle. In these

Asset Location

In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager

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