Castle Wealth Advisors President and CEO Gary Pittsford founded a comprehensive fee-only financial consulting firm in 1973. Since then, the operation has expanded to include three separate firms: Castle Investment Advisors, Castle Financial Group, and Castle Valuation Group. Working with a team of four dedicated advisors, Gary Pittsford focuses on asset management strategies to protect client assets and achieve long-term goals.

Gary Pittsford calls the firm a “family office,” a term that has been in use for over a century. Family offices date from the Industrial Revolution when prominent groups of relatives, such as the Carnegies and Rockefellers, hired a dedicated financial staff to create trusts and manage wealth in a systematic manner. Gary Pittsford and the Castle team seek to establish the same bond of family trust with the firm’s clients. With client relationships spanning multiple generations, Castle Wealth Advisors’ extended group of clients ranges in age from younger than 1 to 95 years.

While Gary Pittsford stresses a traditional family office approach, the firm relies on modern techniques. Utilizing state-of-the-art, market-driven analytical tools, Gary Pittsford and the staff devise appropriate tax, gifting, succession, and retirement strategies for closely held business clients across the country. For clients with diverse personal and business assets, Gary Pittsford and the Castle team employ modern financial management techniques to protect all clients’ personal net worths for multiple generations.

CERTIFIED FINANCIAL PLANNER™ Gary Pittsford and Castle Wealth Advisors adhere to a “fee-only” compensation system through which the firm receives only consulting fees associated with services provided to clients. Stock brokers and insurance agents who receive commissions for the sale of products are referred to as “fee-based.” Citing a focus on long-term, trust-based relationships, Gary Pittsford and Castle Wealth Advisors choose to remain independent and client-orientated.

Gary Pittsford belongs to numerous professional organizations, including the National Association of Personal Financial Advisors, the National Cooperative Business Association, the Indiana Chamber of Commerce, and the U.S. Chamber of Commerce. Gary Pittsford encourages potential clients to subscribe to monthly e-mail articles at www.castle3.com. These publications discuss a wide range of topics, including closely held family business succession planning, financial and investment management, and managing assets for multiple generations.