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Resources/ Client portal
Recent Articles From Castlepount Wealth Advisors
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
Jake Weatherford
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Back 2 Basics: Life Insurance Needs Analysis
By
Jake Weatherford
If you’ve ever wondered how much life insurance you need,
529 to Roth IRA: What to Do When You Have Extra Funds!
By
Jake Weatherford
What happens if you don't use all of your 529
2022 Portfolio Performance and the Future of Social Security
By
Jake Weatherford
As we continue to march into a new year, Castlepoint
6 Tips for High-Income Earners with a 401(k)
By
Jake Weatherford
Many companies offer a 401(k) as a retirement savings plan.
Financial Planning Journey with Ansel Jeffries
By
Jake Weatherford
Castlepoint Partner & Advisor Jake Weatherford, CFP®, sits down with
Brokerage Accounts for Your Kids
By
Jake Weatherford
We all have reasons why we want to invest and
College Student Summer Savings Options
By
Jake Weatherford
If you know a college student looking for ways to
The Advantages of Backdoor Roth IRA Conversions
By
Jake Weatherford
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement
Where Does Cryptocurrency Fit in My Portfolio?
By
Jake Weatherford
Cryptocurrency has become an exceedingly popular investment vehicle. In these
Asset Location
By
Jake Weatherford
In this video, Castlepoint Partner Jake Weatherford and Portfolio Manager
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