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 him 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…

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Castle Financial Group

Castle Financial Group

Castle Investment Advisors

Castle Investment Advisors

Castle Valuation Group

Castle Valuation Group

Your Family Business, Your Family Net WorthYour Family Business, Your Family Net Worth

Your Family Business, Your Family Net Worth

You have spent a lifetime building and safeguarding your business. Now it's time to retire. If you are like most business owners, you have more questions than answers. "What is my business really worth?" "Can I afford to retire?" "How can I safeguard my net worth and protect my family?" "How can I reduce taxes on the sale?" "Should I keep the business in the family, or sell it to someone else?" And the biggest question of all: "How do I get started?" Gary Pittsford, owner of Castle3, has answered these tough questions for business owners time and time again...

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