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Castle Rock Investment Company

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Castle Rock, CO
Castle Rock Investment Company

Let us be your guide and partner as we create a step by step plan to help you achieve all your financial goals.

Let us be your independent guide and trusted partner as we create a step by step plan to help you achieve all your financial goals. Call (303) 725-7086 or visit http://CastleRockInvesting.com to get started today.

07/28/2026

We believe in keeping you fully informed and supported every step of the way on your financial journey. That is why we are so excited to share our Castle Rock PEP Second Quarter 2026 Review with our wonderful community! We are in this together, and transparency matters deeply to us. In this review, we highlight key figures including the 2026 contribution limits ($24,500 employee contribution, $8,000 standard catch-up, and $3,250 super catch-up), our transparent pricing example (a $1M plan at just 0.55% all-in), and robust investment lineup highlights featuring Vanguard Target Date Funds (2020-2070) and Fidelity 500 Index. You can watch the full video overview here: https://youtu.be/3yhIr1bGK30 and read the complete PDF report here: https://castlerockpep.com/hubfs/Castle%20Rock%20PEP%20Second%20Quarter%202026%20Review.pdf. As always, our experienced team and dedicated adviser network are here to answer any questions and help you navigate your financial future with confidence. This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

07/25/2026

Get ready for an incredible Saturday in our hometown! Tomorrow, July 25, Western Heritage Weekend continues with the wonderful Douglas County Fair Parade starting at 9:30 AM, followed immediately by Boots & Brews at Festival Park from 11:00 AM to 4:00 PM. We are so looking forward to seeing everyone out enjoying the live music featuring the Army 101st Band at 10:45 AM, David Chapa at 12:45 PM, and WireWood at 2:15 PM. There will be fantastic food trucks like Glacier Homemade Ice Cream, Bebo's Mini Donuts, Wing Daddy's, Philly on the Go, Flavor of Tabasco, and Lazo Empanadas, plus refreshing beverages from Molly Brown Spirits, Bear'L Cellars, 105 West Brewing, Alidade Brewing, Wild Blue Yonder, Rockyard, Elizabeth Brewing, and Best Day Brewing. Don't forget to check out the mechanical bull and local vendors. Please note that drink tokens are credit/debit only. Let's come together as a community and celebrate! This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

07/24/2026

Yeehaw, Castle Rock! 🤠 Tonight is the night! Western Heritage Weekend kicks off at 6:00 PM right here in our wonderful town. Gather your family and friends down at Festival Park (300 Second St.) to witness the spectacular longhorn cattle drive led by Silverado Ranch cowhands and the Rocky Mountain Indigenous Dancers along Perry Street. After the drive, stick around for food trucks, an old-time photo booth, and fantastic entertainment at Festival Park. It is a completely free event and we would love to see you there celebrating our rich local heritage together! This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

07/17/2026

Happy Friday! As we wrap up another busy week, it is the perfect time to reflect on the steps we are taking to build a brighter future for our teams. Choosing the right retirement solution can feel like a steep climb with so many paths ahead. Whether you are looking at a Traditional 401(k), the Colorado SecureSavings mandate, or our Pooled Employer Plan, you don’t have to navigate these decisions alone.

We are excited to share our latest blog post comparing the Castle Rock PEP, Traditional 401(k) plans, and Colorado SecureSavings. We break down the complexities to show how a PEP simplifies your life by handling compliance and audits while providing top-tier investment options. We believe that when we work together, we can reach new heights of financial security. Our team is always here to provide the guidance of a trusted investment adviser.

Read the breakdown at https://castlerockpep.com/water-cooler-wisdom/castle-rock-pep-vs.-traditional-401k-vs.-colorado-securesavings-which-is-right-for-your-business. Let’s make this weekend a time of rest and gratitude, knowing we are moving forward together.

07/14/2026

Choosing the right retirement path shouldn't feel like a mountain you have to climb alone. Many business owners consider Colorado SecureSavings for easy compliance, but it often lacks employer matching and has lower contribution limits.

A traditional 401(k) offers power and customization, yet it often brings heavy administrative burdens and costly audits. The Castle Rock PEP is built to be the best of both worlds. By pooling resources, we provide professional investment management and handle the fiduciary liability for you. You gain the high contribution limits and flexible matching of a 401(k) without the typical headaches.

Our team is here to offer personalized investment advice from an experienced financial adviser to ensure everyone feels supported. Let's find a solution that helps your business thrive together.

Read the full breakdown on our blog: https://castlerockpep.com/water-cooler-wisdom/castle-rock-pep-vs.-traditional-401k-vs.-colorado-securesavings-which-is-right-for-your-business

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

06/09/2026

Ever thought about firing your boss but keeping the paycheck? 💸

That’s the "Paycheck Problem" we’re diving into! In retirement, you’re promoted to CEO, CFO, and the entire Payroll Department of You, Inc.

Michele is giving a special presentation on this very topic this Wednesday, and we’ve got a brand-new blog to get you prepped. From Social Security floors to the "Bucket Strategy," we’re showing you how to build a system that works as hard as you did.

Read the full scoop here: https://castlerockpep.com/water-cooler-wisdom/the-paycheck-problem-how-to-be-your-own-payroll-head-in-retirement

See you at the presentation! 🏔️✨

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

06/02/2026

Reflecting on two decades of Castle Rock Investment Company, I’m filled with gratitude for the journey we’ve shared. Just like in yoga, growth is about staying grounded while reaching for something new. 🧘‍♀️✨

As your fiduciary adviser, our mission is to provide the tools to help you navigate your role with confidence, so we added the Fiduciary Tool Belt to our website. It include samples of all the templates and worksheets we have built throughout the years.

Looking toward the next 20 years, we’re embracing a new rhythm: Human Heart, AI Power. 🤖❤️ Our AI Crew now handles the administrative heavy lifting. This doesn't replace our connection; it deepens it. It allows us to be more present for the conversations that matter most: helping you and your employees thrive.

You are stronger than you realize, and we’re here to help you shine. Let’s keep growing together.

Watch our vision for the future here: https://castlerockpep.com.

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

05/28/2026

Reflecting on two decades of Castle Rock Investment Company, I’m filled with gratitude for the journey we’ve shared. Just like in yoga, growth is about staying grounded while reaching for something new. 🧘‍♀️✨

As your fiduciary adviser, our mission is to provide the tools to help you navigate your role with confidence, so we added the Fiduciary Tool Belt to our website. It include samples of all the templates and worksheets we have built throughout the years.

Looking toward the next 20 years, we’re embracing a new rhythm: Human Heart, AI Power. 🤖❤️ Our AI Crew now handles the administrative heavy lifting. This doesn't replace our connection; it deepens it. It allows us to be more present for the conversations that matter most: helping you and your employees thrive.

You are stronger than you realize, and we’re here to help you shine. Let’s keep growing together.

Watch our vision for the future here: https://castlerockpep.com/water-cooler-wisdom/the-vision-for-the-next-20-years.

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

05/27/2026

If you call Colorado, Wyoming, or Nebraska home, you have simple tools at your fingertips. Using Beneficiary Deeds for your house and TOD (Transfer on Death) designations for your car can keep your most important assets out of court and right in the hands of those you love.

We know that thinking about the future can feel a bit heavy, but taking a few small steps today can save your family from the "probate detour" later. We’re in this together. Our goal is to make these technical things feel approachable and manageable. You are stronger than you realize, and planning ahead is a powerful way to shine your light for your heirs.

Check out our latest blog for the full scoop: https://castlerockpep.com/water-cooler-wisdom/keep-it-out-of-probate-for-you-and-your-heirs-in-co-wy-and-ne

If you have questions, we’d love to chat. Reach out to your financial adviser for a PEP talk!

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

05/21/2026

Happy 🌍 Accessibility isn’t all or nothing. We use Me US: https://castlerockpep.com/

This content was prepared with the assistance of artificial intelligence tools and reviewed by Castle Rock Investment Company for accuracy and completeness.

Address

115 Wilcox Street, Suite 220
Castle Rock, CO
80104

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://castlerockpep.com/

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