About
They believe wealth management involves a variety of strategies that are most effective when tailored to a client’s individual needs, goals and aspirations. With this in mind, in addition to their services, they can also refer other professionals — CPAs, Attorneys, Actuaries, Pension Strategists, Risk Transfer Consultants, Family Business Psychologists and other advisers — who work closely with clients to build a customized financial plan designed to help them meet their goals in a tax efficient manner.At Castle Financial, they seek first to understand their client’s objectives and then to develop a plan to help them achieve their financial and lifetime goals. They will conduct an in-depth review and analysis of each client’s situation, and then apply the collective knowledge of their financial planning team who can understand the multiple financial issues unique to each client.
Position in the VCSift Database
- • 33,888 investors in VCSift focus on the fintech sector.
- • 10,621 investors are based in New York, New York, United States.
Data sourced from 410,343 investor profiles. Updated June 2026.
Investment Focus
- Sectors
- fintech
- Location
- New York, US
Contact Information
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