Client Services

Castle Asset Management, LLC not only manages assets, we manage relationships.  We will work closely with you and your other professional advisors to align your portfolio with your investment and financial objectives.

As a firm, we seek to provide clients with a holistic approach to wealth management that includes adequate risk protection and wealth creation. In keeping with our innovative views of risk and asset management, we help clients understand their true underlying financial position and actively work to establish and then achieve key goals.