BLUE CASTLE WEALTH

Overview

Blue Castle Wealth is an independent, owner-operated registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a small, concentrated advisory practice that favors pooled public funds and separately managed account strategies rather than direct, in-house alternative allocations. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and project-oriented planning work. Blue Castle Wealth does not identify as an active ESG investor, and it does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices