Castle Wealth Group is an independent financial services firm focused on retirement and estate planning. Founded by Chris Castle, the firm's mission is to help clients achieve their retirement goals with peace of mind by providing comprehensive financial strategies. They utilize a proprietary process called the "Castle Blueprint," which integrates investment management, tax planning, estate planning, and insurance strategies. The company emphasizes education, hosting workshops and a radio show to help the public understand complex financial topics and make informed decisions about their future.

Founded in

United States