Castleview Wealth LLC

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Castleview Wealth LLC Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.

200 Continental Drive
Suite 306
Newark, De 19713

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement ...
10/15/2026

If giving back is part of your financial goals, there may be ways to incorporate charitable giving into your retirement income strategy. Certain approaches involving IRA assets may help support causes you care about while also addressing RMD obligations.

Let's discuss whether charitable giving opportunities could benefit both you and the organizations you support.

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
10/12/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

If you are a business owner have you considered benefits for your team yet? Adding Life insurance to your suite of benef...
09/22/2026

If you are a business owner have you considered benefits for your team yet? Adding Life insurance to your suite of benefits can add a competitive edge to your line up of benefits at little or no cost to you.

Message me for more information. 🏰

Jessica Lee Founder & Principal Castleview Wealth Delaware Business Times 40 under 40 c/o 2026 🏆🏰
09/20/2026

Jessica Lee
Founder & Principal Castleview Wealth
Delaware Business Times 40 under 40 c/o 2026
🏆🏰

Protection is a Higher Priority than many people realize. The loss of your Human Life Value can become a significant str...
09/20/2026

Protection is a Higher Priority than many people realize. The loss of your Human Life Value can become a significant stressor to the ones who depend on you. Let’s talk about the potential of gaps in your planning.

Link in Bio. 🏰
08/30/2026

Link in Bio. 🏰

Chic. Unstoppable. Goals. 🏰
08/11/2026

Chic. Unstoppable. Goals. 🏰

07/28/2026

The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

Changing jobs can come with more than a new title. It also means making a decision about your 401(k).Many people don’t r...
07/24/2026

Changing jobs can come with more than a new title. It also means making a decision about your 401(k).

Many people don’t realize they generally have four options—and the “right” choice depends on your goals, your timeline, your taxes, and your overall financial picture.

Before you make a move, make sure you understand your options.

If you’re not sure which path makes the most sense for your situation, let’s have a conversation.

đź“… Schedule your complimentary Castleview consultation today.

Because your retirement deserves a strategy—not a guess.

đź“ŤCastleview Wealth

The best financial plans don’t happen by accident.They begin with one conversation.Schedule your Castleview consultation...
07/23/2026

The best financial plans don’t happen by accident.
They begin with one conversation.
Schedule your Castleview consultation today.

Address

200 Continental Drive, Newark
Christiana, DE
19713

Telephone

+13027459900

Website

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