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Financial Planning Services

A FORTRESS TO MAXIMIZE & PROTECT YOUR WEALTH

We Seek to Fortify, Strengthen, and Protect Your Assets in the Castle.

Castle Asset Management
Portfolio Management Services

THE CASTLE ASSET MANAGEMENT DIFFERENCE

debt and risk management

Gambling with risky investments is never the solution to financial independence. We seek to fortify, strengthen, and protect your assets in the Castle.

Wall Street’s unbridled propaganda, speculation, and media have left the public confused and misinformed while institutionalizing gambling into our 401(k), mutual funds, stocks, bonds, and ETFs at the same time. Institutionalized corporate plunder benefits the 1% leading to our financial bondage and ruin.

At Castle Asset Management, our goal is to provide you with consistent, honest, and factual information to help you better protect, grow, and manage your savings and retirement funds. We like things that work. Loyalty and trust are our Founding Principles.

After more than four decades of helping individuals, families, businesses, and nonprofits become financially successful — our primary focuses today are still quality risk management and capital preservation. We do NOT take part in the fool’s errand of speculative gambling supported by the slick marketing machine of global banks, asset managers, Ivy League academia, and Wall Street. 

Our approach to financial advice is, and will remain, fundamentally conservative. We seek to fortify and strengthen you, your loved ones, and your business from both the hostile tribes and Wall Street’s wealth confiscation machine.

Our goal is to transform you into a self-reliant investor with a war chest of capital not tied to the Wall Street casino. We seek to help you build the Bedrock of your Financial Freedom, both for you and your generations to come. We welcome your inquiries.

registered investment adviser
Castle Asset Management - financial independence
 
 consultative financial planning services

OUR SERVICES

divorce planning

As fiduciary advisors, we treat your assets as if they are our own. After more than four decades in the financial services industry, we believe that our greatest assets are listening to your needs, understanding your goals, and serving as your financial confidant. We work with high-level executives, medical professionals, owners of closely-held businesses, and more.​

Our services include, but are not limited to the following: 

DE-RISK AND UNLOCK VALUE

PORTFOLIO PLANNING

LONG-TERM WEALTH FULFILLMENT

LEARN

STRATEGIZE

MAXIMIZE

 
advisory services to clients regarding the management of their financial resources

CASE STUDIES

personal retirement planning

CASE STUDY #1: The Self-Made Auto Dealer. In the early 1990’s, we were referred to a successful New Hampshire auto dealer by his certified public accountant. The auto dealer had humble beginnings, growing up in a three-decker tenement on the North Shore of Massachusetts. The auto dealer eventually became a successful entrepreneur with a multimillion dollar home on Boston’s Beacon Hill and a garage where he could store his Ferrari. After doing substantial financial planning, arranging investments, and setting up a strong life insurance plan, we brought this successful businessman to a leading estate planning attorney in Boston. This was not easy as this man was quite reluctant to get his affairs in order after going through a difficult divorce. Eighteen months after implementing the estate and life insurance plans, the client sent us an email saying that he had been diagnosed with an incurable type of cancer. In utter shock, we immediately began to work with his legal team to assist the family in transferring shares of the business into the name of the client’s wife, thus avoiding costly probate and legal charges and helping the family to save $450 thousand in additional fees and expenses. When our client died, the life insurance payout provided by CAM to the widow helped to absorb the enormous economic shock while also providing the necessary funds for a myriad of accounting, legal, and appraisal expenses. The funds also helped us to unwind a captive reinsurance company that the businessman once owned. The family’s estate retained CAM to help sell the business and real estate. We used our expertise to successfully navigate a lengthy, complicated, and expensive legal marathon, eventually selling the business and the accompanying real estate at a profit for the client’s widow and family.

MEET THE TEAM

tax strategies
 
cash flow analysis

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