Do you know what fees might be hidden in your insurance policies? In this video, we discuss the intricacies of insurance policies and fees, focusing on annuities and emphasizing transparency and awareness. https://lnkd.in/gmHhZht3 #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
关于我们
Castlepoint Wealth Advisors is an independent Registered Investment Advisory (RIA) firm that provides investment and wealth management advice to individuals and families. We purposefully structured ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets. We believe that aligning our values alongside those of our clients is essential for achieving clients’ financial and life objectives. Clients of Castlepoint receive conflict-free advice from qualified and caring advisors that is aligned with client's goals and needs.
- 网站
-
https://castlepointwealth.com/
Castlepoint Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Oklahoma City，OK
- 类型
- 私人持股
- 创立
- 2015
地点
Castlepoint Wealth Advisors员工
动态
-
Ready for a better approach to wealth management? Your journey to live a more abundant life begins at Castlepoint. #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors *Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation was paid for such testimonials. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
-
-
Do you feel like you are wise with money? Do you have a balance between enjoying and saving your money? In this article, Castlepoint CEO Kendall King explores how to be wise with your spending and savings! https://lnkd.in/gZRAWGiM #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-
-
Meet Adam Leavitt, Senior Advisor at Castlepoint Wealth Advisors. With over 15 years of experience, Adam excels in crafting wealth solutions tailored to your needs. Specializing in comprehensive financial planning and asset management, his expertise extends to trusts, qualified retirement plans, non-profits, and private equity. Connect with Adam today for personalized financial guidance. #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-
-
On this day, we honor the selflessness and dedication of our veterans. We stand united in appreciation for your service and the freedoms you've protected. #VeternsDay #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-
-
Plan for your family's future with our estate planning services. We coordinate wealth transfer, protection, and charitable giving to ensure your legacy is secured. #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-
-
At Castlepoint, evidence-based investing is at the heart of what we do. We craft diversified portfolios that prioritize your long-term success. Join us in securing your financial future! #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-
-
Happy Halloween! #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-
-
With all today's investment options, how do you begin to define risk? Are some investments more risky than others? Jake Weatherford and Adam Lee dive into how we assess risk in different investment classes. https://lnkd.in/gWpKRcy6 #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-
-
Spring into action and realign your financial direction! Create a personal financial statement to keep your goals in sight and make informed decisions that drive progress. https://lnkd.in/gjhUa_pQ #CastlepointWealth #LiveAbundantly #WealthManagement #FinancialGoals #FinancialAdvisors
-