Company Information

Get to know Castle Wealth Advisors

Castle Wealth Advisors is an independent wealth management firm that operates on a fee-only, fiduciary basis, meaning they are legally obligated to act in their clients' best interests. Founded to help clients protect and grow their assets, the firm focuses on creating integrated strategies that cover estate planning, asset protection, retirement income planning, and tax planning. They emphasize a team-based approach, often collaborating with clients' other professional advisors, like attorneys and CPAs, to provide a holistic financial plan. Their primary mission is to provide clients with financial peace of mind through personalized and prudent financial guidance.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Castle Wealth Advisors

United States

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.