Castle Wealth Group, LLC

Castle Wealth Group is a financial advisory firm specializing in comprehensive wealth management for high-net-worth individuals, families, and business owners in the Mooresville area. Led by Financial Advisors Jonathan Malone, Michael McFadden, and Marc Wulf, they offer personalized strategies across estate planning, tax planning, investment management, retirement planning, and insurance planning. Their approach emphasizes treating clients like family while helping them protect assets, minimize tax burden, and plan for major life transitions.