Castlepoint Wealth Advisors

5.0
2 reviews

About

Financial Planner
At Castlepoint Wealth Advisors, we are dedicated to helping enterprising individuals build an abundant life through tailored financial strategies. With a focus on simplifying investment complexities to protect and grow wealth, we cater to clients who are enterprising, ambitious, and purposeful. Our experienced advisors specialize in guiding clients, offering personalized investment strategies crafted to suit individual needs and long-term goals. At Castlepoint, we believe in the power of giving back and actively participating in community initiatives. Trust, transparency, and results drive our client relationships as we strive to create enduring financial success for each individual we serve.

Location

Castlepoint Wealth Advisors
2021 South Lewis Avenue Suite 440, Tulsa, OK
74104, United States

Hours

Reviews

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  • JL
    Josh Lee
    Mar 26, 2025
    5.0
    Met with the principal Mr. Kendall King at a shadow day for young financial planners. This firm is a wealth of knowledge and goes above and beyond to ensure clients are taken care of. Mr. Adam L, was also great to speak with personally. Within financial planning there are a couple areas of specialty and he's sharp as a needle when it comes to taxes. Great firm, great people.