Castle Wealth Group
Financial Advising
Why pick this one
Castle Wealth Group specializes in personalized financial planning for high-net-worth individuals and families in Lake Norman.
Best for
- high-net-worth individuals
- business owners
- families planning multigenerational wealth transfer
Look elsewhere if
- budget-sensitive clients
- those seeking basic financial advising without a personalized approach
Specialties
- estate planning
- tax planning
- investment planning
- retirement planning
- insurance planning
What makes them different
- treats every client like family
- offers personalized strategies for high-net-worth individuals
- provides comprehensive risk analysis
- specializes in multigenerational wealth transfer
- Serves
- Lake Norman
Distilled from this business's own website.
Contact & Location
- Address
- 131 Plantation Ridge Dr, Mooresville, NC 28117-9542
- Phone
- +17045948000
- Website
- http://www.castlewealth.com/
- info@castlewealth.com
Services
- financial advising
- wealth management
- risk management
- business owner services
- goals based planning