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About Us

Guided by values, Driven by your goals 

Castfirm takes a fully integrated approach to wealth management, combining expertise in law and financial planning to provide solutions tailored to your unique circumstances. Guided by a commitment to independence, transparency, and objectivity, we deliver expert investment management and estate planning services designed to help you achieve your long-term goals.

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THE TEAM

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James V. Rudolph

Founder & Partner

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Robert, Castfirm Financial Expert Specializing in Asset Allocation

Robert A. Schetty, CFP®

Partner

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