CASTLE WEALTH PLANNING

Overview

Castle Wealth Planning is a fee-based independent registered investment adviser that serves individual and family clients. The firm centers its practice on financial planning and portfolio management for individuals, small businesses and institutional clients, and it offers pension consulting services. Its advisory model blends discretionary portfolio management with non-discretionary planning engagements and hourly or fixed-fee work, which suggests a mix of ongoing investment oversight and project-based financial planning. The firm shows an equity-first orientation: exchange-traded equities are the single largest asset category they manage. That equity focus is paired with supplemental allocations to mutual funds for core exposure and to third-party alternative managers for non-traditional strategies. Castle Wealth Planning appears to use separately managed accounts and model-driven portfolios for clients who require discretionary implementation, while maintaining flexibility to take non-discretionary roles for planning-only relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices