Our Services

Wealth Management

At Castlepoint, we specialize in crafting personalized investment strategies to help clients achieve their financial goals. As an independent firm, our advisors focus on guiding individuals with over $2 million in liquid assets, whether inherited or accumulated over time. What unites our clients is their shared aspiration for a rich and fulfilling life.

Personal Retirement Planning

We help you prepare for a secure and fulfilling retirement by creating a tailored plan that addresses your unique goals and financial situation.

Financial Planning

Our comprehensive approach evaluates your overall financial picture to design strategies that align with your long-term aspirations and current needs.

Investment Management

We craft customized investment portfolios that reflect your specific objectives and circumstances, aiming to optimize your chances of achieving your financial goals.

Strategic Tax Planning

Castlepoint provides proactive tax strategies, including year-end planning, tax return analysis, optimization, and Roth conversion, to minimize your tax liabilities.

Relationship Management

We collaborate with your team of advisors—lawyers, accountants, insurance agents, and bankers—to ensure all strategies are aligned and effectively working towards your goals.

Family and Estate Planning

We focus on coordinating wealth transfer, protection, enhancement, and charitable giving to secure your family’s future and manage your estate efficiently.