Resources/ Client portal

Recent Articles From Castlepount Wealth Advisors

Authors

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
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
View All Posts

Castlepoint Quarterly Webinar: Q1 2023

In this Q1 2023 market review webinar, Castlepoint Partner &

Castlepoint Employee Spotlight – Ted Creegan, CFP®

From giving expert financial planning advice to being a human

Castlepoint Employee Spotlight – Reagan Ellis

Reagan Ellis is a key player at Castlepoint Wealth Advisors.

Castlepoint Employee Spotlight – Melissa Ray

From compliance to client services, Melissa Ray plays a vital

Holiday Season Cyber Hygiene

With online shopping for the holidays in full swing, cybercriminals

Q&A with Kendall King: Coronavirus isn’t impacting markets

https://oklahoman.com/article/5654755/coronavirus-isnt-impacting-markets

Q&A with Jake Weatherford: To draw Social Security benefits, recipients need at least 10 years of work

https://oklahoman-com.cdn.ampproject.org/c/s/oklahoman.com/article/5653081/to-draw-social-security-benefits-recipients-need-at-least-10-years-of-work/amp

Q & A with Kendall King: Year-end is a good time to consider Roth conversions

https://oklahoman.com/article/5646306/year-end-is-a-good-time-to-consider-roth-conversions

Q & A with Kendall W. King: College tuition still rising but not as fast

https://oklahoman.com/article/5643066/no-headline

FOLLOW US

Facebook Instagram Linkedin Twitter

OKLAHOMA CITY

(405) 705-2906

TULSA

(405) 705-2906

© 2024 Castlepoint Wealth Advisors. All rights reserved.