Indianapolis, IN (PressExposure) May 07, 2007 -- Castle Wealth Advisors, LLC has been named one of the top 10 most dependable wealth managers of the great lakes region. Goldline Research identified wealth management firms from across the Midwest that had over nine years of experience, exceptional customer references, were industry certified, had no unresolved complaints, grievances or lawsuits, served over 100 clients and managed over $35 million in assets.
And Indianapolis-based company, Castle Wealth Advisors, LLC specializes in helping families and closely held businesses with valuations, succession planning, estate and income tax, retirement income and gifting to children. Our senior partners work with clients throughout the country in making logical decisions that help them fulfill their personal and business financial goals.
Under the Castle Wealth Advisorâs umbrella, it operates a registered, independent advisory firm called Castle Advisory Group, a financial planning company offering financial advice called Castle Financial Group, and a valuation company providing business valuations services to owners of closely held businesses in the retail hardware, warehouse/logistics and home improvement industries. Itâs called Castle Valuation Group.
Collectively Castle Wealth Advisors manages over $200 million in assets, about 200 core, fee-paying clients and an addition 200 other clients based on need. The senior partners are Certified Financial Planners.
As a family of three companies working together for over 30 years, Castle Wealth Advisors, LLC has been helping business owners, corporate executives and other professionals reach their financial goals by providing comprehensive financial and investment strategies.
A fee-only agency, Castle Wealth Advisors offers a full range of business and financial services. Valuations are conducted through Castle Valuation Group, LLC estate and succession planning are provided by Castle Financial Group, Inc. and Castle Advisory Group, LLC, a registered advisory firm, manages investments, portfolios, retirement pension plan and other assets.
Contact: Rodger D. Johnson Communication Manager 1-317-849-9559 email@example.com