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Castleview Wealth Advisors
Explore financial advisor services from Castlepoint Wealth Advisors in Tulsa, OK. We work hard to help clients achieve their financial goals. Contact us today.
Castleview Wealth Advisors
Explore financial advisor services from Castlepoint Wealth Advisors in Tulsa, OK. We work hard to help clients achieve their financial goals. Contact us today.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
Location
Region
North America
Country
United States
City
Oklahoma City
Corporate office
Oklahoma City, OK, United States
Frequently asked questions
How does Castleview construct investment portfolios for clients?
Castleview builds globally diversified portfolios spanning equities, fixed income, and alternative investments, tailored to each client's tax situation, liquidity needs, and long-term objectives. The approach blends passive and active strategies, with a heavy public-markets orientation relative to direct private-equity or real-asset deal-by-deal investing common among dedicated family offices.
What is the firm's known posture on wealth transfer and estate planning?
As a wealth advisory practice, Castleview integrates financial planning with investment management, meaning intergenerational wealth transfer, tax efficiency, and estate coordination are central service components. The firm's fiduciary RIA structure allows it to coordinate with clients' external tax and legal advisors without pushing in-house products.
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