Castlepoint Wealth Advisors
7308 North Classen Boulevard, Oklahoma City, Oklahoma 73116
About the Business
Castlepoint Wealth Advisors is a finance institution located at 7308 North Classen Boulevard in Oklahoma City, Oklahoma, United States. We specialize in simplifying investment complexities with tailored financial strategies that protect and grow wealth for enterprising individuals. Our ideal clients are enterprising, ambitious, purposeful individuals who are looking to reach their financial goals through personally-crafted investment strategies. As an independent wealth management firm, our financial advisors specialize in guiding clients with more than $2 million in liquid assets, whether inherited or built over time. At Castlepoint, we believe in providing custom-tailored financial strategies for each client, based on their unique needs and long-term goals. We prioritize building enduring relationships based on trust, transparency, and results, and are dedicated to advising and working with our clients in every area of their financial life. Additionally, we are committed to contributing to our community and supporting non-profit organizations that we are passionate about. Contact our Tulsa office at 2021 S Lewis Ave, Suite 440, Tulsa, OK 74104 or call 405-705-2906 to learn more about our services.
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Contacts
7308 N Classen Blvd, Oklahoma City, OK 73116, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 12:00
Saturday:
Closed
Sunday:
Closed
Reviews
"Jake Weatherford is a man of utmost integrity with a focus on doing what is best for his clients and a constant commitment to excellence. To put it simply, him and the team do the right things the right way. I highly recommend Jake Weatherford and the Castleview team."
"I’ve had previous experience with them and I couldn’t have better things to say. They are a top class company with even better people working there!"
"Investing can be complicated, but Castlepoint made it clear and simple for us. They listened to our particular situation and helped us with a financial plan that suits us well. And that’s not all they do for us. We asked them for suggestions on several cash flow, tax, and retirement options. They always give sound advice. We now have a peace of mind about our investments and our financial future. Great people!"
"Kendall and his team at Castleview are great! We have some mutual clients, I'm always impressed with how much they care and how much time is invested in the initial stages to make sure that the relationship is a good fit. I also keep up with Kendall's posts as part of our efforts to stay more informed in the economy and the market. Keep up the great work Castleview!"
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