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Impact

Castle is about impact. Impacting communities, families, businesses, and impacting your life. Castle was founded based on the fundamental belief that people need help. Unfortunately, most of our industry has dropped the ball by caring to much about what the advisor wants or needs. To frequently firms choose clients based on net worth, fancy occupations, or even revenue. We are out to solve this problem. We don’t care where you were raised, what title is on your business card, or how much money you have in the bank. If you need help, you WILL get it here.

One of our primary goals is to develop a long-term, trusting relationship with you.

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