Financial Advisors
Jacksonville, FL
Kastelz Wealth Management is an independent financial advisory firm in Jacksonville serving high-net-worth individuals and families with comprehensive wealth planning, investment management, and retirement strategy. The firm focuses on personalized financial guidance tailored to each client's unique goals and circumstances, helping clients build and preserve wealth through strategic planning and disciplined investment approaches.
Ideal for: High-net-worth individuals, families seeking comprehensive wealth planning, retirees planning income strategies
Service area: Jacksonville, FL and surrounding areas
Independent Advisor: Operates as an independent firm not tied to a larger corporation, allowing for objective advice focused solely on client interests.
Comprehensive Planning: Offers integrated wealth planning services including investment management, retirement strategy, and personalized financial guidance tailored to individual client goals.
Address: 1301 Riverplace Blvd Suite 2544, Jacksonville, FL 32207
Phone: (904) 300-3618
Website: kastelzwealthmanagement.com
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