SCROLL

A FORTRESS TO MAXIMIZE & PROTECT YOUR WEALTH

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

SCHEDULE APPOINTMENT

THE CASTLE ASSET MANAGEMENT DIFFERENCE

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 has institutionalized gambling in our 401(k), mutual funds, stocks, bonds and ETFs, leaving the public confused and misinformed. Institutionalized corporate plunder benefits the 1%, and leads to our financial bondage and ruin.

At Castle Asset Management, our steadfast goal is to provide you with consistent, honest and factual information to help you make smart decisions on how to protect, grow and manage your savings and retirement funds. We like things that work. Loyalty. Trust. Founding Principles.

After more than four decades helping individuals, families, businesses and nonprofits become financially successful -- our primary focus today is still on risk management and preservation of capital; NOT gambling on wildly speculative fool’s errand churned out by the slick branding machine of global banks, asset managers, Ivy League academia and Wall Street.

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

Our goal is to create a self-reliant investor with a war chest of capital not tied to the Wall Street casino. This will be a Bedrock of Financial Freedom for you and your generations to come. We welcome your inquiries.

Castle Asset Management - financial independence

consultative financial planning services

OUR SERVICES

As fiduciaries, we treat your assets as our own. After more than four decades in the financial service industry, our greatest asset is listening to your needs and goals, and becoming your financial confidante. We work with individuals, high level-executives, medical professionals, closely-held business owners, and others.

Some services include, but not limited to:

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

CASE STUDY #1: Self-Made Auto Dealer. In the early 1990s, we were referred to a successful New Hampshire auto dealer by his certified public accountant. The auto dealer had humble beginnings and grew up in a three-decker tenement on Boston’s north shore. The auto dealer became a successful entrepreneur and a great friend, ended up with a multimillion home on Boston’s Beacon Hill, with a garage where he could store his Ferrari. After doing substantial financial planning, arranging investments and installing a strong life insurance plan, we brought him to a leading Boston estate planning attorney. This was not easy. This successful businessman was quite reluctant to get his affairs in order after a prior divorce had left him a scarred man. Eighteen months after we had implemented the estate plan and additional life insurance, the client emailed us a very sad email that he had been diagnosed with an incurable cancer. In utter shock, with guidance from his legal team, we immediately assisted the family in transferring shares of the business into the wife’s name to avoid costly probate and legal costs, which would later save the family $450 thousand in fees and expenses. When our client died, the substantial life insurance provided the widow an enormous economic shock absorber, providing funds to attend to a myriad of accounting, legal and appraisal expenses. It also provided funds to help us unwind a captive reinsurance company the owner once owned. We were retained by the family’s estate to sell the business and the real estate. It was a lengthy, complicated and expensive legal marathon, but in the end the sale of the business and the accompanying real estate was profitable for his widow and family.

MEET THE TEAM

A FORTRESS TO MAXIMIZE & PROTECT YOUR WEALTH

THE CASTLE ASSET MANAGEMENT DIFFERENCE

CASE STUDIES

SUBSCRIBE AND STAY UP TO DATE