Skip to content
Client Relationship Summary
Client Portal
Careers
405-705-2906
info@castlepointwealth.com
Resources
Blog
Resources
Blog
Resources
Blog
Resources
Blog
Our Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Contact Us
Our Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Contact Us
The Point
Recent Articles From Castlepoint
Authors
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
1 posts
Kristen Buchman
6 posts
Ted Creegan
2 posts
The Castlepoint Team
50 posts
All Posts
Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
View All Posts
Castlepoint Employee Spotlight – Drew Garner, CFP®
By
The Castlepoint Team
If you think Castlepoint Partner, COO & Advisor Drew Garner,
Optimize Required Minimum Distributions (RMDs) with Qualified Charitable Donations
By
Kristen Buchman
Do you own an IRA with a small balance remaining?
Castlepoint Employee Spotlight – Adam Lee, CFA®
By
The Castlepoint Team
You love his humor and unique insights on the Castlepoint
Top 25 Mindsets and Habits of Successful Entrepreneurs
By
Kendall King
How similar are you to the most successful people in
Three Questions to Help Determine Your Asset Allocation Strategy
By
Jake Weatherford
Deciding how to divide your portfolio among different assets is
Castlepoint Quarterly Webinar: Q3 2023
By
The Castlepoint Team
In this Q3 2023 webinar, Castlepoint Partners Jake Weatherford, CFP®,
<
Page
1
Page
2
Page
3
Page
4
Page
5
Page
6
Page
7
Page
8
Page
9
Page
10
Page
11
Page
12
Page
13
Page
14
Page
15
Page
16
Page
17
Page
18
Page
19
Page
20
Page
21
>
Approach
Our Core Values
Our Process
Our Philosophy
Team
Services
Contact Us
Resources
Blog