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Recent Articles From Castlepount Wealth Advisors

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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.
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In this episode of Questions With Kian, Castlepoint Associate Advisor
Is $5 Million enough to make you rich? In this
401(k)s, IRAs, and company-sponsored savings plans are not one-size-fits-all retirement