Castlewatch Wealth

Castlewatch Wealth advisors have 157 years of combined experience in providing comprehensive financial planning and investment management to multiple generations of clients. We have always believed financial advising is not just about reaching a destination but also keeping you as secure as possible along the way. We at Castlewatch Wealth examine your finances and listen to your wants and needs to continually guide you to your financial goals. While you go about living your life, you can rest assured that Castlewatch Wealth strives to keep a watchful eye on your financial future.


Advisors

Gail D Reid, Private Wealth Advisor serving the Huntersville, NC area - Ameriprise Advisors

Gail D Reid

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Gail D Reid's website
Jose L Godinez, Private Wealth Advisor serving the Huntersville, NC area - Ameriprise Advisors

Jose L Godinez

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jose L Godinez's website
Paul Avina, Private Wealth Advisor serving the Huntersville, NC area - Ameriprise Advisors

Paul Avina

CFP®, ChFC®, CLU®

Private Wealth Advisor

President of Castlewatch Wealth
Visit Paul Avina's website
Alberto Alvarez, Private Wealth Advisor serving the Huntersville, NC area - Ameriprise Advisors

Alberto Alvarez

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Alberto Alvarez's website
John Ta, Financial Advisor serving the Huntersville, NC area - Ameriprise Advisors

John Ta

CFP®, APMA®

Financial Advisor

Visit John Ta's website
Leor Solomon, Associate Financial Advisor serving the Huntersville, NC area - Ameriprise Advisors

Leor Solomon

MBA, CFP®, APMA®

Associate Financial Advisor

Visit Leor Solomon's website
Crystal Rodricks, Associate Financial Advisor serving the Huntersville, NC area - Ameriprise Advisors

Crystal Rodricks

CFP®, APMA®

Associate Financial Advisor

Visit Crystal Rodricks's website
Maria Uribe, Associate Financial Advisor serving the Huntersville, NC area - Ameriprise Advisors

Maria Uribe

CFP®, APMA®

Associate Financial Advisor

Visit Maria Uribe's website