Castle Wealth Advisors, LLC
INDIANAPOLIS – 6.7.2018 – Scott W. Gambino joins Castle Wealth Advisors as a Business Consultant.
Scott has worked in the hardware industry for 35 years and has extensive knowledge in assisting families manage their closely-held businesses, preparing transition or exit plans, improving company profitability, negotiating real estate leases, and other business planning ideas.
Scott lives in Scottsdale, Arizona and will be working part-time with Castle Wealth Advisors, LLC and Castle Valuation Group, LLC. He will concentrate on working with our clients west of Denver, but he will also be involved with clients from coast-to-coast. Scott will also work closely with our team members here in Indianapolis.
More information about the Castle Wealth Advisors companies can be found below. If you have additional questions, please contact Amy Hayes, Communications Manager at , or visit www.Castle3.com.
Castle Wealth Advisors, LLC specializes in helping high net worth families and closely-held business owners with succession planning, valuations, estate and income tax analysis and asset management. Castle’s senior partners work with clients throughout the country in making logical decisions that help them fulfill their personal and business financial goals.
Castle Wealth Advisors is comprised of three separate companies. Castle Financial GroupTM, Inc. (CFG) provides wealth management strategies for successful closely-held family business owners and other high net worth families. Castle Investment AdvisorsTM, LLC (CIA) is a registered investment advisory firm and actively manages assets for individuals, trusts, private family foundations, and corporate retirement plans. Castle Valuation GroupTM, LLC (CVG) provides business valuations for closely-held family businesses in the industries in which it specializes, including hardware, lumber, floor covering, HVAC, office supplies, agricultural products, auto parts, trucking and logistics. Cumulatively, the companies of Castle Wealth Advisors, LLC work with more than 600 clients in all 50 states.