Affluent clients, and those who are fast approaching that status, face their own unique set of financial situations and needs. Castle Bank has provided guidance to these clients for six generations, and offers an experienced team that includes investment managers, trust professionals and private banking specialists – all with a deep understanding of wealth management and the needs of clients who seek to protect and maximize the value of their wealth.

Discover how Castle Bank Wealth Management can help address complex issues and identify the right solutions for you and your family.

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Featured Products & Services:

  • Guiding affluent and emerging-affluent clients through complex situations
  • Investment management
  • Private banking
  • Trust

Securities and investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value.