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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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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

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