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Castfirm is founded on the bedrock of Fiduciary 

Castfirm was founded on two decades of experience helping individuals and families build, grow, protect and transfer assets through objective investment and legal planning advice and by simplifying the complex. As a law firm and independent investment advisory firm, every client of Castfirm experiences only fiduciary based solutions. This means planning, investments and advice that is only in the client's best interest. 



Our mission is rooted in delivering the best advice and solutions to every one of our clients and building a legacy of expertise and integrity.


To deliver a client experience that is unlike any other, with end-to-end solutions that span investments to estate planning. To deliver solutions that are customized, not scalable. To simplify the complex. To build highly personalized relationships with every one of our clients by placing trust above all else.

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