Our Core Values
![Castlepoint-Wealth-Advisors-Core-Values-Shield](https://castlepointwealth.com/wp-content/uploads/2021/04/Castlepoint-Wealth-Advisors-Core-Values-Shield.png)
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Lifelong Learning
Maintain a beginner’s mind and develop the necessary skills and expertise to excel in our profession.
![](https://castlepointwealth.com/wp-content/uploads/2021/04/Serve-with-Excellence.png)
Serve with Excellence
Honor others by exceeding expectations.
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Have Fun!
A fun and flexible workplace allows us to pursue happiness in our own lives.
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Seek Simplicity
Reduce complexity so we can focus on what matters most for clients.
![](https://castlepointwealth.com/wp-content/uploads/2021/04/Team-Minded.png)
Team-Minded
When we move forward together, success takes care of itself.
![](https://castlepointwealth.com/wp-content/uploads/2021/04/Lead-with-Integrity.png)
Lead with Integrity
Lead by example and always do the right thing.