CASTLE ISLAND WEALTH
SEC RegisteredYOUR INVESTMENT ADVISORY PARTNER FOR LIFE
About the firm
At Castle Island Wealth, we specialize in providing investment advisory services tailored to the unique needs of families and individuals. With a combined 50 years of industry experience, Castle Island Wealth has a proven track record of success in helping our elite clients achieve their financial goals. With a focus on strategic planning and personalized solutions, we aim to optimize your financial decisions and ensure alignment with your investment goals and tax strategy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, portfolio management, CPA and tax services, business advisory, CPA for individuals, CFO services, tax efficiency and planning, alternative investments, and personalized financial strategies.
Who they serve
Families and individuals, described as elite clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 112 | $41M |
| High Net Worth Individuals | 34 | $76M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Next $4,000,000 | 1.00% |
| Over $5,000,000 | 0.85% |
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASTLE ISLAND WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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