Castle Financial Group®
Castle Financial Group is the oldest member of our family of companies, and its predecessors date back to 1973. We are one of the oldest fee-only financial advisory firms in the Midwest and we work with clients in all 50 states.
Castle Financial Group is part of our family of companies under CWA that designs the financial blueprint to protect our clients and all of their assets.
When it comes to matters of taxes, gifting to children, estate strategies, business succession planning and providing retirement security for closely-held business owners, we coordinate our services with attorneys, accountants, and other professionals as needed. By drafting a comprehensive financial blueprint we are able to save our clients money and time, as we regularly update their entire personal and business financial picture and help implement new strategies when necessary.