Customized Solutions for Sophisticated Investors
Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. To that end, our team helps individuals and their families, business owners and other professionals preserve, build, and access their wealth. We use a process that builds an investment strategy on a solid foundation of clear financial goals and objectives. We believe our clients appreciate this clarity we bring to the wealth management process.
We also believe a strong relationship between client and advisor is key to understanding who you are, your future objectives, and how we can fulfill them.
It is our objective to provide solutions for each of those steps. Whether it is retirement income, philanthropic desires, or caring for elderly parents, the investment strategies practiced after achieving your wealth are more important than the strategy which created your wealth. The advisors at Castle Rock Wealth Management understand this and have devised a comprehensive approach to pursue your goals—the Personalized Investment Plan. After identifying your retirement objectives we create a plan that is right for you.
“Understanding your wealth challenges is essential to helping you identify goals allowing Castle Rock to customize solutions tailored to your specific needs.”
CREATING YOUR PERSONALIZED INVESTMENT PLAN
We practice a four step process to help refine your financial vision. First, we gather information, then organize a target strategy. Next, we recommend an investment plan that meets your needs collectively, and finally, we conduct a progressive review that helps keep your portfolio aligned with your goals and risk tolerance while following shifts in the markets and lifestyle changes. We also examine how the many aspects of your financial life work in concert, giving you the benefit of our experience and providing access to all of our portfolio managers and specialists when their skills and insights are required. In addition, we can meet with your other trusted advisors to help clarify and coordinate your financial solutions.
We look at your wealth assets and what strategies you have in place at this time. We also discover what your needs and goals are for the future.
As we discover what your unique goals are for your wealth, we will devise target strategies that will help you pursue them.
The Investment Plan
Once we have a target or targets and understand your needs we will put together an investment road map that helps you get there.
Things change—your goals, your lifestyle, your risk tolerance, the markets. Adapting your plan to these changes keeps your target sighted in.
MEET THE TEAM
Strong enough to lead, humble enough to serve.
OUR FOCUS IS ON YOU
as it should be
Client service is about anticipating your needs, doing what is necessary to get your answers and making sure you are comfortable with the solutions we recommend, so our focus is you. We encourage you to ask questions as we work together to build your financial strategy. We want you to feel comfortable with our recommendations and we strive to earn your trust by focusing on meeting the complex needs that are unique to you.
“Focusing on you allows us to customize financial solutions that help you pursue your goals. Isn’t that why you came to us in the first place?”
- Qualified Plan/IRA
- Compensatory Stock Options
- Business Succession Plan
- Gifting and Philanthropic Giving
- Distribution Plan at Death
- Tax Planning
How do you invest? What is your risk tolerance?
Take our brief questionnaire to determine if your risk tolerance matches your portfolio. Riskalyze helps us to capture risk tolerance and quantify suitability for our clients.
ACCESS YOUR ACCOUNTS
Access your accounts using one of the following outlets. For additional help navigating through the sites, or registering for access, please contact your operations specialist at (925) 478-8800 or email Jennifer Luippold at email@example.com
Web links provided here are for informational purposes only and as a courtesy. When you link to any of the websites provided here, we make no representation as to the completeness or accuracy of information provided at these websites.
WE’D LOVE TO HEAR FROM YOU
Castle Rock Wealth Management
1777 Botelho Drive
Suite 103 & 105
Walnut Creek, CA 94596
3626 Fair Oaks Blvd
Sacramento, CA 95864
1700 Standiford Ave #380
Modesto, CA 95350
517 Second Street
Kellogg, ID 83837
479 Pacific Street
Monterey CA 93940
1900 South Norfolk Street
San Mateo CA 94403
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