Castle Wealth Group, LLC
Why pick this one
Castle Wealth Group offers personalized financial planning for high-net-worth families and handles complex wealth management with clarity and discretion.
Best for
- wealth management for high-net-worth individuals
- retirement planning for affluent clients
- estate planning for families
Look elsewhere if
- budget-sensitive clients
- individuals seeking basic financial advice
Specialties
- estate planning
- tax planning
- investment planning
- retirement planning
- insurance planning
What makes them different
- focus on high-net-worth individuals and families
- customized goal mapping for financial strategies
- personalized investment strategies based on client goals
- guidance through life transitions and financial complexities
- commitment to treating clients like family
- Serves
- Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117
- Phone
- 7045948000
- Website
- https://www.castlewealth.com/?utm_source=GMB&ut...
- info@castlewealth.com
Services
- financial planning
- risk management
- wealth transfer
- private client services
- business owner services