Financial Advisors
Mooresville, NC
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.
Ideal for: High-net-worth individuals, Affluent families, Business owners, Those planning major financial transitions
Service area: Mooresville, NC and surrounding areas
Comprehensive Wealth Strategy: Offers integrated planning across estate planning, tax optimization, investment management, retirement planning, and insurance—coordinating with estate planning attorneys to ensure holistic wealth protection.
High-Net-Worth Specialization: Focuses specifically on affluent families and business owners, with dedicated strategies for wealth transfer, tax minimization, and legacy planning tailored to complex financial situations.
Experienced Advisory Team: Led by three financial advisors (Jonathan Malone, Michael McFadden, Marc Wulf) with established expertise in goals-based planning and risk management for discerning clients.
Address: 131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117
Phone: (704) 594-8000
Website: castlewealth.com
Looking for more options?
See more Financial Advisors in Gastonia →