Castle Wealth Management
15 East 5th Street, Jamestown, NY 14701
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client.
As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.
At Castle Wealth Management, we take a comprehensive approach to wealth management, taking into account each client's unique situation, goals, and aspirations. Our Account Review Committee meets weekly to monitor and adjust client portfolios, ensuring optimal performance. We work closely with clients to develop integrated wealth management plans that address all aspects of their financial well-being.
Whether you are looking to accumulate wealth, preserve assets, or plan for distribution, Castle Wealth Management is here to help. Our team of experts has a wide range of experience in managing wealth and investments, and we are dedicated to helping clients achieve financial success. Trust Castle Wealth Management to be your partner in managing your wealth and achieving your financial goals.
Reviews
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