We are a full-service wealth management firm specializing in wealth accumulation, tax strategies, insurance, and small business owner series. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: FL,GA,IN,MD,MI,MO,NC,NY,PA,SC,TN,VA. Castle Wealth Group and Centaurus Financial, Inc. are not affiliated.
Castle Wealth Group的外部链接
219 Williamson Road
Suite 2204
US，North Carolina，Mooresville，28117
I help 7 & 8 figure families & small business owners reduce stress about money by outsourcing their wealth management to a trusted team.
The financial markets and the Castle Wealth Group office will be closed on July 4th. Cheers to America & freedom! From the entire team, we hope you spend your day surrounded by family & friends, a hot grill, and a cold drink. #GodBlessAmerica
I help 7 & 8 figure families & small business owners reduce stress about money by outsourcing their wealth management to a trusted team.
The phrase “Cheers to 3 years” is used quite a bit when companies celebrate their 3rd anniversary… but that’s ok, let’s go with it. In June 2021, after serving clients and building a business for 15 years, we “burned our boats” (Google it) and launched Castle Wealth Group. Three years later, we are humbled how God has blessed us, and we are filled with gratitude. There’s no way we’d be here without the clients we serve, the friends that encouraged us, and our family that has stood beside us. The best is yet to come. Buckle up.
We are so excited!
I help 7 & 8 figure families & small business owners reduce stress about money by outsourcing their wealth management to a trusted team.
Clients and friends, save the date! Our world-famous concert tailgate is back again on June 22nd. If you are going to the Outlaw Festival in Charlotte, NC, please stop by the Castle Wealth tent. We'll have CWG swag, drinks, and of course, Michael McFadden will be working the grill. #livemusic #integrity
I help 7 & 8 figure families & small business owners reduce stress about money by outsourcing their wealth management to a trusted team.
The stock market and the Castle Wealth Group offices will be closed on Friday March 29, 2024, in observance of Good Friday. We hope that you all set aside quality time to spend with friends and family over the Easter weekend.