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

Castle Wealth Group, LLC

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United States
Mooresville, NC
Castle Wealth Group, LLC

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Advisory services offered through Castle Securities, LLC, an SEC registered investment adviser. www.finra.org, www.sipc.org.

Insurance products and services offered through Castle Insurance Group, LLC, an affiliated company. Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Castle Wealth Group is not affiliated with Simplicity Investments. Form CRS can be found here:https://simplicity-investments.com/wp-content/uploads/2025/10/Form-CRS-BD-1-25.pdf

11/02/2026

One of our favorite traditions is back! 🦃

As a small way of saying thank you, Castle Wealth Group is once again giving away complimentary Thanksgiving pies to our clients.

As always, we're pairing our pie giveaway with a food drive to support FeedNC.

When you come to pick up your pie during Thanksgiving week, we simply ask that you bring a few non-perishable food items to help local families in need.

Together, we can celebrate the season of gratitude while making a difference in our community.

Thank you for allowing us to serve you. We are grateful for each of you!

Details on how to reserve your pie are in the flyer.

10/29/2026

That's not criticism. It's reality.

The greatest threats to generational wealth aren't usually market crashes. They're lack of communication, poor planning, family conflict, tax inefficiency, and heirs who inherit assets without inheriting wisdom.

At Castle Wealth Group, we believe wealth should do more than support your lifestyle. It should strengthen your family for generations.

As we head toward year-end, ask yourself:

✅ Is your estate plan current?
✅ Does your family know your wishes?
✅ Are your assets titled correctly?
✅ Is your tax strategy prepared for the years ahead?
✅ Would your heirs know what to do if something happened tomorrow?

Building wealth is difficult.

Transferring it successfully may be even harder.

10/27/2026

Here's what savvy investors should know

10/22/2026

The biggest risks often come from reacting to short-term headlines instead of staying focused on long-term goals.

10/21/2026

Strategic tax planning may have a greater impact on long-term wealth than trying to outperform the market. For some high earners, taxes will be their larges expense in retirement.

10/20/2026

Here's what you need to know

10/16/2026

They are the moments shared with the people you love. Focus on what matters most.

We have your financial world covered.

10/13/2026

Here's what savvy investors took away from Q3

09/29/2026

A few minutes now could save questions later.

09/22/2026

Understand the pros and cons before making a move.

Address

131 Plantation Ridge Drive, Suite 110
Mooresville, NC
28117

Opening Hours

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

Website

http://www.castlewealth.com/

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