wealth management

Castlepoint CEO Kendall King explores the strategic parallels between creating an NBA dream team and assembling a top-notch professional advisory team. Drawing insights from legendary entrepreneurs like Steve Jobs, discover the key roles of advisors, led by a wealth manager as the ‘Point Guard,’ and the vital qualities of A players. Learn how building a cohesive team is essential for achieving personal and financial success, assess your current team, and take action to secure your ‘top five’ for a victorious future.