A Family Office

Castle Wealth Advisors, LLC pulls together the services of our three separate companies in order to provide tax and financial management decisions tailored to each specific family. Each of our clients work with a knowledgeable financial advisor who has a team of experts backing them up, and we typically design specific financial blueprints to cover multiple generations for each family that we work with.

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Business Succession/Exit Planning

Helping business owners over the last 40 years has become an important part of our continued services. When it becomes time to prepare for that all important transition of the family business to possibly children, key employees, or someone outside the family, most business owners need help in valuing the company, minimizing income taxes, planning for the transition, reviewing legal and tax documents, and all of the aspects of a successful sale or transition.

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