The Point

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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.
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If you think Castlepoint Partner, COO & Advisor Drew Garner,
Do you own an IRA with a small balance remaining?
You love his humor and unique insights on the Castlepoint
How similar are you to the most successful people in
Deciding how to divide your portfolio among different assets is
In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®,