Castlewood Financial Advisors

Scott Strochak, the firm's President and CEO, leads investment decisions. He founded the firm in 2010 and oversees asset allocation, manager selection, and direct deal sourcing. The firm operates with a lean investment committee structure typical of boutique multi-family offices.

Castlewood relies on a relationship-driven, locally concentrated sourcing model in South Florida and the broader Southeast. The firm leverages developer, operator, and sponsor networks built over more than a decade in the Boca Raton market to access off-market and lightly intermediated real estate and private credit opportunities.

Castlewood favors direct investments and co-investments over fund commitments. The firm structures direct real estate acquisitions, participates in private credit facilities, and co-invests in middle-market buyouts alongside operating partners and private equity sponsors, avoiding the layered fees of fund-of-funds structures.

Castlewood operates as a multi-family office, serving a concentrated base of high-net-worth families primarily in Florida. It provides investment management, planning, and family governance services to multiple unrelated client families, unlike a single-family office which serves one family's capital exclusively.

The firm concentrates its real estate and credit investments in Florida and the Southeastern United States, with additional exposure in Texas and the Midwest. This Sun Belt bias reflects Castlewood's regional sourcing advantage and the migration of capital and population into lower-tax, high-growth states.