History
Creating wealth has many challenges and can be a very expensive process. Financial resources must be developed and protected throughout all three wealth phases: Accumulation, Distribution and Conservation. Clients rely on the expertise of many different professionals, such as insurance agents, financial planners, stock brokers, attorneys, real estate brokers and accountants for advice. More often than not, these professionals are giving advice with little or no communication with the other advisors, which leaves it up to the client to coordinate these separate recommendations and strategies into one working plan. CastleBrook Partners was created so that the client would have the opportunity to create a coordinated, integrated, and verifyable strategic plan with maximum efficiency!
Specialties
A major value we bring our clients is by integrating and coordinating all their financial decisions; risk management, savings, and investments, into one financial model. Clients are typically taught to measure their financial decisions one at a time, creating many micro pictures. Our holistic approach allows the client to see the interaction of all their financial elements on a personal and verifiable macro-economic model.
